A detailed history of Lifestyle Asset Management, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Lifestyle Asset Management, Inc. holds 1,037 shares of JPM stock, worth $257,746. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,037
Previous 1,128 8.07%
Holding current value
$257,746
Previous $228 Million 4.16%
% of portfolio
0.12%
Previous 0.13%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

SELL
$194.9 - $224.8 $17,735 - $20,456
-91 Reduced 8.07%
1,037 $219 Million
Q2 2024

Jul 19, 2024

SELL
$180.08 - $204.79 $37,636 - $42,801
-209 Reduced 15.63%
1,128 $228 Million
Q1 2024

Apr 19, 2024

SELL
$167.09 - $200.3 $44,278 - $53,079
-265 Reduced 16.54%
1,337 $268 Million
Q4 2023

Feb 12, 2024

SELL
$135.69 - $170.3 $15,875 - $19,925
-117 Reduced 6.81%
1,602 $273 Million
Q3 2023

Oct 05, 2023

SELL
$143.21 - $158.0 $3,580 - $3,950
-25 Reduced 1.43%
1,719 $249 Million
Q2 2023

Jul 13, 2023

BUY
$127.47 - $145.44 $7,010 - $7,999
55 Added 3.26%
1,744 $254 Million
Q1 2023

Apr 21, 2023

BUY
$124.91 - $143.8 $18,361 - $21,138
147 Added 9.53%
1,689 $220 Million
Q4 2022

Apr 20, 2023

BUY
$101.96 - $137.84 $157,222 - $212,549
1,542 New
1,542 $207 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 $729B
  • 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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