Liberty One Investment Management, LLC Jpmorgan Chase & CO Transaction History

Liberty One Investment Management, LLC

$969 Million
Q3 2024

A detailed history of Liberty One Investment Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Liberty One Investment Management, LLC holds 21,667 shares of JPM stock, worth $5.25 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

21,667

Previous 20,725 4.55%

Holding current value

$5.25 Million

Previous $4.19 Million 8.92%

% of portfolio

0.47%

Previous 0.47%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$194.9 - $224.8 $183,595 - $211,761	942 Added 4.55%	21,667 $4.57 Million
Q2 2024 Jul 22, 2024	SELL	$180.08 - $204.79 $284,706 - $323,772	-1,581 Reduced 7.09%	20,725 $4.19 Million
Q1 2024 Apr 30, 2024	BUY	$167.09 - $200.3 $130,497 - $156,434	781 Added 3.63%	22,306 $4.47 Million
Q4 2023 Jan 26, 2024	BUY	$135.69 - $170.3 $127,684 - $160,252	941 Added 4.57%	21,525 $3.66 Million
Q3 2023 Nov 03, 2023	BUY	$143.21 - $158.0 $121,442 - $133,984	848 Added 4.3%	20,584 $2.99 Million
Q2 2023 Aug 04, 2023	BUY	$127.47 - $145.44 $95,475 - $108,934	749 Added 3.94%	19,736 $2.87 Million
Q1 2023 May 15, 2023	BUY	$124.91 - $143.8 $207,975 - $239,427	1,665 Added 9.61%	18,987 $2.47 Million
Q4 2022 Feb 15, 2023	BUY	$101.96 - $137.84 $131,630 - $177,951	1,291 Added 8.05%	17,322 $2.32 Million
Q3 2022 Nov 16, 2022	BUY	$20.73 - $120.58 $72,451 - $421,427	3,495 Added 27.88%	16,031 $1.68 Million
Q2 2022 Aug 01, 2022	SELL	$112.61 - $135.91 $83,218 - $100,437	-739 Reduced 5.57%	12,536 $1.95 Million
Q1 2022 May 03, 2022	BUY	$128.3 - $168.44 $86,730 - $113,865	676 Added 5.37%	13,275 $1.81 Million
Q4 2021 Jan 21, 2022	BUY	$153.94 - $171.78 $48,798 - $54,454	317 Added 2.58%	12,599 $2 Million
Q3 2021 Oct 20, 2021	SELL	$146.97 - $166.98 $37,330 - $42,412	-254 Reduced 2.03%	12,282 $2.01 Million
Q2 2021 Jul 20, 2021	BUY	$147.37 - $166.44 $14,589 - $16,477	99 Added 0.8%	12,536 $1.95 Million
Q1 2021 Apr 06, 2021	BUY	$125.65 - $157.65 $20,732 - $26,012	165 Added 1.34%	12,437 $1.89 Million
Q4 2020 Jan 20, 2021	BUY	$96.54 - $127.07 $86,982 - $114,490	901 Added 7.92%	12,272 $1.56 Million
Q3 2020 Nov 03, 2020	BUY	$91.28 - $103.82 $70,742 - $80,460	775 Added 7.31%	11,371 $1.1 Million
Q2 2020 Jul 22, 2020	BUY	$84.03 - $113.45 $37,897 - $51,165	451 Added 4.45%	10,596 $997,000
Q1 2020 Apr 22, 2020	BUY	$79.03 - $141.09 $21,812 - $38,940	276 Added 2.8%	10,145 $913,000
Q4 2019 Apr 22, 2020	BUY	$111.82 - $139.4 $1.1 Million - $1.38 Million	9,869 New	9,869 $1.38 Million

Others Institutions Holding JPM

# of Institutions

4,616

Shares Held

1.95B

Call Options Held

29.8M

Put Options Held

35.7M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $711B
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

Portfolio Update

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

News

Stay updated on Liberty One Investment Management, LLC with notifications on news.

Account

Liberty One Investment Management, LLC Jpmorgan Chase & CO Transaction History