Life Steps Financial, Inc. Jpmorgan Chase & CO Transaction History

Life Steps Financial, Inc.

$128 Million
Q3 2024

A detailed history of Life Steps Financial, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Life Steps Financial, Inc. holds 9,811 shares of JPM stock, worth $2.16 Million. This represents 1.62% of its overall portfolio holdings.

Number of Shares

9,811

Previous 9,803 0.08%

Holding current value

$2.16 Million

Previous $1.98 Million 4.29%

% of portfolio

1.62%

Previous 1.64%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$194.9 - $224.8 $1,559 - $1,798	8 Added 0.08%	9,811 $2.07 Million
Q2 2024 Jul 17, 2024	SELL	$180.08 - $204.79 $39,257 - $44,644	-218 Reduced 2.18%	9,803 $1.98 Million
Q1 2024 Apr 26, 2024	SELL	$167.09 - $200.3 $36,592 - $43,865	-219 Reduced 2.14%	10,021 $2.01 Million
Q4 2023 Jan 18, 2024	BUY	$135.69 - $170.3 $11,397 - $14,305	84 Added 0.83%	10,240 $1.74 Million
Q3 2023 Oct 25, 2023	BUY	$143.21 - $158.0 $1,575 - $1,738	11 Added 0.11%	10,156 $1.47 Million
Q2 2023 Jul 14, 2023	BUY	$127.47 - $145.44 $1,529 - $1,745	12 Added 0.12%	10,145 $1.48 Million
Q1 2023 Apr 12, 2023	SELL	$124.91 - $143.8 $78,318 - $90,162	-627 Reduced 5.83%	10,133 $1.32 Million
Q4 2022 Jan 18, 2023	BUY	$101.96 - $137.84 $40,885 - $55,273	401 Added 3.87%	10,760 $0
Q3 2022 Oct 14, 2022	BUY	$20.73 - $120.58 $47,803 - $278,057	2,306 Added 28.64%	10,359 $1.08 Million
Q2 2022 Jul 13, 2022	SELL	$112.61 - $135.91 $63,512 - $76,653	-564 Reduced 6.55%	8,053 $907,000
Q1 2022 Apr 12, 2022	SELL	$128.3 - $168.44 $63,893 - $83,883	-498 Reduced 5.46%	8,617 $1.18 Million
Q4 2021 Jan 26, 2022	SELL	$153.94 - $171.78 $865,296 - $965,575	-5,621 Reduced 38.14%	9,115 $1.44 Million
Q3 2021 Oct 06, 2021	BUY	$146.97 - $166.98 $12,198 - $13,859	83 Added 0.57%	14,736 $2.41 Million
Q2 2021 Jul 09, 2021	BUY	$147.37 - $166.44 $96,822 - $109,351	657 Added 4.69%	14,653 $2.28 Million
Q1 2021 Apr 20, 2021	BUY	$125.65 - $157.65 $156,811 - $196,747	1,248 Added 9.79%	13,996 $2.13 Million
Q4 2020 Jan 25, 2021	SELL	$96.54 - $127.07 $20,273 - $26,684	-210 Reduced 1.62%	12,748 $1.62 Million
Q3 2020 Oct 21, 2020	BUY	$91.28 - $103.82 $28,753 - $32,703	315 Added 2.49%	12,958 $1.25 Million
Q2 2020 Aug 05, 2020	BUY	$84.03 - $113.45 $135,792 - $183,335	1,616 Added 14.65%	12,643 $1.19 Million
Q1 2020 May 21, 2020	BUY	$79.03 - $141.09 $2,607 - $4,655	33 Added 0.3%	11,027 $993,000
Q4 2019 Jan 30, 2020	BUY	$111.82 - $139.4 $1.23 Million - $1.53 Million	10,994 New	10,994 $1.53 Million

Others Institutions Holding JPM

# of Institutions

4,556

Shares Held

2.02B

Call Options Held

26M

Put Options Held

29M

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 $645B
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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Life Steps Financial, Inc. Jpmorgan Chase & CO Transaction History