A detailed history of Lifeworks Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 3,893 shares of JPM stock, worth $967,605. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,893
Previous 3,776 3.1%
Holding current value
$967,605
Previous $763,000 7.47%
% of portfolio
0.17%
Previous 0.22%

Shares

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

Nov 06, 2024

BUY
$194.9 - $224.8 $22,803 - $26,301
117 Added 3.1%
3,893 $820,000
Q2 2024

Aug 13, 2024

SELL
$180.08 - $204.79 $198,988 - $226,292
-1,105 Reduced 22.64%
3,776 $763,000
Q1 2024

May 10, 2024

BUY
$167.09 - $200.3 $410,205 - $491,736
2,455 Added 101.2%
4,881 $977,000
Q4 2023

Feb 12, 2024

SELL
$135.69 - $170.3 $6,377 - $8,004
-47 Reduced 1.9%
2,426 $412,000
Q3 2023

Nov 01, 2023

BUY
$143.21 - $158.0 $72,464 - $79,948
506 Added 25.72%
2,473 $358,000
Q2 2023

Aug 02, 2023

SELL
$127.47 - $145.44 $127 - $145
-1 Reduced 0.05%
1,967 $286,000
Q1 2023

May 15, 2023

BUY
$124.91 - $143.8 $46,091 - $53,062
369 Added 23.08%
1,968 $256,000
Q4 2022

Feb 14, 2023

SELL
$101.96 - $137.84 $75,552 - $102,139
-741 Reduced 31.67%
1,599 $214,000
Q3 2022

Nov 14, 2022

SELL
$20.73 - $120.58 $61,194 - $355,952
-2,952 Reduced 55.78%
2,340 $295,000
Q2 2022

Aug 12, 2022

BUY
$112.61 - $135.91 $91,551 - $110,494
813 Added 18.15%
5,292 $596,000
Q1 2022

May 16, 2022

SELL
$128.3 - $168.44 $3,464 - $4,547
-27 Reduced 0.6%
4,479 $611,000
Q4 2021

Feb 15, 2022

BUY
$153.94 - $171.78 $693,653 - $774,040
4,506 New
4,506 $713,000

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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