A detailed history of Lewis Asset Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Lewis Asset Management, LLC holds 2,058 shares of JPM stock, worth $511,515. This represents 0.32% of its overall portfolio holdings.

Number of Shares
2,058
Previous 1,903 8.15%
Holding current value
$511,515
Previous $385 Million 12.74%
% of portfolio
0.32%
Previous 0.29%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$194.9 - $224.8 $30,209 - $34,844
155 Added 8.15%
2,058 $434 Million
Q2 2024

Jul 30, 2024

BUY
$180.08 - $204.79 $23,230 - $26,417
129 Added 7.27%
1,903 $385 Million
Q1 2024

May 01, 2024

BUY
$167.09 - $200.3 $668 - $801
4 Added 0.23%
1,774 $355 Million
Q4 2023

Jan 23, 2024

BUY
$135.69 - $170.3 $240,171 - $301,431
1,770 New
1,770 $301 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $729B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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