Lido Advisors, LLC Jpmorgan Chase & CO Transaction History

Lido Advisors, LLC

$20.3 Billion
Q3 2024

A detailed history of Lido Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Lido Advisors, LLC holds 273,105 shares of JPM stock, worth $66.1 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

273,105

Previous 306,401 10.87%

Holding current value

$66.1 Million

Previous $62 Million 7.11%

% of portfolio

0.28%

Previous 0.35%

34 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$194.9 - $224.8 $6.49 Million - $7.48 Million	-33,296 Reduced 10.87%	273,105 $57.6 Million
Q2 2024 Aug 14, 2024	BUY	$180.08 - $204.79 $12.6 Million - $14.3 Million	69,900 Added 29.56%	306,401 $62 Million
Q1 2024 May 15, 2024	SELL	$167.09 - $200.3 $362,251 - $434,250	-2,168 Reduced 0.91%	236,501 $47.4 Million
Q4 2023 Feb 14, 2024	SELL	$135.69 - $170.3 $4.45 Million - $5.58 Million	-32,790 Reduced 12.08%	238,669 $40.6 Million
Q3 2023 Nov 14, 2023	BUY	$143.21 - $158.0 $6.55 Million - $7.22 Million	45,715 Added 20.25%	271,459 $39.4 Million
Q2 2023 Aug 09, 2023	SELL	$127.47 - $145.44 $805,482 - $919,035	-6,319 Reduced 2.72%	225,744 $32.8 Million
Q1 2023 May 15, 2023	BUY	$124.91 - $143.8 $7.91 Million - $9.1 Million	63,298 Added 37.51%	232,063 $30.2 Million
Q4 2022 Feb 14, 2023	SELL	$101.96 - $137.84 $7.4 Million - $10 Million	-72,549 Reduced 30.06%	168,765 $22.6 Million
Q3 2022 Nov 14, 2022	BUY	$20.73 - $120.58 $788,009 - $4.58 Million	38,013 Added 18.7%	241,314 $25.2 Million
Q2 2022 Aug 15, 2022	BUY	$112.61 - $135.91 $2.06 Million - $2.49 Million	18,309 Added 9.9%	203,301 $22.9 Million
Q1 2022 May 17, 2022	BUY	$128.3 - $168.44 $3.83 Million - $5.02 Million	29,825 Added 19.22%	184,992 $25.2 Million
Q4 2021 Feb 15, 2022	BUY	$153.94 - $171.78 $1.68 Million - $1.87 Million	10,892 Added 7.55%	155,167 $24.6 Million
Q3 2021 Feb 15, 2022	BUY	$146.97 - $166.98 $171,073 - $194,364	1,164 Added 0.81%	144,275 $23.6 Million
Q3 2021 Nov 12, 2021	SELL	$146.97 - $166.98 $1.76 Million - $2 Million	-11,993 Reduced 7.73%	143,111 $23.4 Million
Q2 2021 Aug 12, 2021	BUY	$147.37 - $166.44 $1.14 Million - $1.29 Million	7,726 Added 5.24%	155,104 $24.1 Million
Q1 2021 May 13, 2021	BUY	$125.65 - $157.65 $2.43 Million - $3.05 Million	19,361 Added 15.12%	147,378 $22.4 Million
Q4 2020 Feb 08, 2021	BUY	$96.54 - $127.07 $2.88 Million - $3.79 Million	29,865 Added 30.43%	128,017 $16.3 Million
Q3 2020 Nov 12, 2020	BUY	$91.28 - $103.82 $4.31 Million - $4.9 Million	47,175 Added 92.54%	98,152 $9.45 Million
Q2 2020 Aug 12, 2020	BUY	$84.03 - $113.45 $107,642 - $145,329	1,281 Added 2.58%	50,977 $4.8 Million
Q1 2020 May 13, 2020	SELL	$79.03 - $141.09 $773,940 - $1.38 Million	-9,793 Reduced 16.46%	49,696 $4.47 Million
Q4 2019 Feb 07, 2020	BUY	$111.82 - $139.4 $1.42 Million - $1.78 Million	12,740 Added 27.25%	59,489 $8.29 Million
Q3 2019 Nov 12, 2019	BUY	$104.8 - $120.23 $1.33 Million - $1.52 Million	12,644 Added 37.07%	46,749 $5.5 Million
Q2 2019 Aug 14, 2019	SELL	$104.64 - $116.12 $1.83 Million - $2.03 Million	-17,496 Reduced 33.91%	34,105 $3.81 Million
Q1 2019 May 10, 2019	BUY	$97.11 - $107.19 $577,610 - $637,566	5,948 Added 13.03%	51,601 $5.22 Million
Q4 2018 Feb 14, 2019	SELL	$92.14 - $115.32 $68,091 - $85,221	-739 Reduced 1.59%	45,653 $4.46 Million
Q3 2018 Nov 14, 2018	BUY	$103.61 - $118.63 $2.14 Million - $2.45 Million	20,618 Added 80.0%	46,392 $5.23 Million
Q2 2018 Aug 14, 2018	SELL	$103.24 - $114.29 $321,799 - $356,241	-3,117 Reduced 10.79%	25,774 $2.69 Million
Q1 2018 May 10, 2018	BUY	$107.01 - $118.77 $595,082 - $660,479	5,561 Added 23.84%	28,891 $3.18 Million
Q4 2017 Feb 15, 2018	BUY	$95.86 - $107.83 $82,247 - $92,518	858 Added 3.82%	23,330 $2.49 Million
Q3 2017 Nov 13, 2017	BUY	$88.42 - $95.51 $848,389 - $916,418	9,595 Added 74.51%	22,472 $2.26 Million
Q4 2016 Sep 21, 2017	BUY	N/A	162 Added 1.27%	12,877 $1.11 Million
Q3 2016 Sep 21, 2017	BUY	N/A	2,914 Added 29.73%	12,715 $847,000
Q2 2016 Sep 18, 2017	BUY	N/A	2,985 Added 43.79%	9,801 $609,000
Q1 2016 Sep 18, 2017	BUY	N/A	6,816	6,816 $404,000

Others Institutions Holding JPM

# of Institutions

4,600

Shares Held

1.96B

Call Options Held

27.1M

Put Options Held

34.1M

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 $709B
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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Lido Advisors, LLC Jpmorgan Chase & CO Transaction History