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

Liberty One Investment Management, LLC

$877 Million
Q1 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 22,306 shares of JPM stock, worth $4.51 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

22,306

Previous 21,525 3.63%

Holding current value

$4.51 Million

Previous $3.66 Million 22.02%

% of portfolio

0.51%

Previous 0.45%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

4,418

Shares Held

1.98B

Call Options Held

35.5M

Put Options Held

32.6M

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 $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 ...

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