A detailed history of Lfa Lugano Financial Advisors Sa transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Lfa Lugano Financial Advisors Sa holds 1,490 shares of JPM stock, worth $372,082. This represents 0.22% of its overall portfolio holdings.

Number of Shares
1,490
Previous 1,490 -0.0%
Holding current value
$372,082
Previous $301,000 4.32%
% of portfolio
0.22%
Previous 0.23%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 22, 2024

BUY
$135.69 - $170.3 $14,247 - $17,881
105 Added 7.58%
1,490 $253,000
Q3 2023

Oct 23, 2023

SELL
$143.21 - $158.0 $174,000 - $191,970
-1,215 Reduced 46.73%
1,385 $200,000
Q2 2023

Aug 07, 2023

BUY
$127.47 - $145.44 $331,422 - $378,144
2,600 New
2,600 $378,000
Q2 2022

Jul 29, 2022

BUY
$112.61 - $135.91 $23,648 - $28,541
210 New
210 $23,000
Q3 2021

Oct 26, 2021

SELL
$146.97 - $166.98 $234,858 - $266,834
-1,598 Closed
0 $0
Q1 2021

Apr 27, 2021

BUY
$125.65 - $157.65 $200,788 - $251,924
1,598 New
1,598 $243,000
Q1 2020

Apr 08, 2020

SELL
$79.03 - $141.09 $15,015 - $26,807
-190 Closed
0 $0
Q4 2019

Jan 10, 2020

SELL
$111.82 - $139.4 $1.15 Million - $1.44 Million
-10,297 Reduced 98.19%
190 $26,000
Q2 2019

Aug 02, 2019

BUY
$104.64 - $116.12 $14,544 - $16,140
139 Added 1.34%
10,487 $1.17 Million
Q1 2019

Apr 30, 2019

SELL
$97.11 - $107.19 $582 - $643
-6 Reduced 0.06%
10,348 $1.05 Million
Q3 2018

Oct 11, 2018

BUY
$103.61 - $118.63 $110,862 - $126,934
1,070 Added 11.53%
10,354 $1.17 Million
Q2 2018

Sep 04, 2018

SELL
$103.24 - $114.29 $98.2 Million - $109 Million
-951,289 Reduced 99.03%
9,284 $961,000
Q2 2018

Aug 30, 2018

BUY
$103.24 - $114.29 $99.2 Million - $110 Million
960,573 New
960,573 $961,000

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 $732B
  • 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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