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 1,903 shares of JPM stock, worth $401,951. This represents 0.29% of its overall portfolio holdings.

Number of Shares
1,903
Previous 1,774 7.27%
Holding current value
$401,951
Previous $355 Million 8.35%
% of portfolio
0.29%
Previous 0.29%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $620B
  • 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
Track This Portfolio

Track Lewis Asset Management, LLC Portfolio

Follow Lewis Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lewis Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lewis Asset Management, LLC with notifications on news.