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 $943,312. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,893
Previous 3,776 3.1%
Holding current value
$943,312
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 $711B
  • 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
Track This Portfolio

Track Lifeworks Advisors, LLC Portfolio

Follow Lifeworks Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lifeworks Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lifeworks Advisors, LLC with notifications on news.