A detailed history of Lgt Financial Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Lgt Financial Advisors LLC holds 3,088 shares of JPM stock, worth $624,578. This represents 0.72% of its overall portfolio holdings.

Number of Shares
3,088
Previous 3,429 9.94%
Holding current value
$624,578
Previous $583 Million 6.04%
% of portfolio
0.72%
Previous 0.71%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024

SELL
$167.09 - $200.3 $56,977 - $68,302
-341 Reduced 9.94%
3,088 $619 Million
Q4 2023

Feb 12, 2024

SELL
$135.69 - $170.3 $45,591 - $57,220
-336 Reduced 8.92%
3,429 $583 Million
Q3 2023

Nov 01, 2023

SELL
$143.21 - $158.0 $1.03 Million - $1.13 Million
-7,177 Reduced 65.59%
3,765 $546 Million
Q2 2023

Aug 14, 2023

BUY
$127.47 - $145.44 $615,170 - $701,893
4,826 Added 78.91%
10,942 $1.59 Billion
Q1 2023

May 15, 2023

BUY
$124.91 - $143.8 $303,156 - $349,002
2,427 Added 65.79%
6,116 $797 Million
Q4 2022

Feb 14, 2023

BUY
$101.96 - $137.84 $376,130 - $508,491
3,689 New
3,689 $495 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 $593B
  • 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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