A detailed history of Lineweaver Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Lineweaver Wealth Advisors, LLC holds 23,549 shares of JPM stock, worth $5.78 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares
23,549
Previous 22,691 3.78%
Holding current value
$5.78 Million
Previous $4.59 Million 8.15%
% of portfolio
1.0%
Previous 1.01%

Shares

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

Oct 24, 2024

BUY
$194.9 - $224.8 $167,224 - $192,878
858 Added 3.78%
23,549 $4.96 Million
Q2 2024

Aug 01, 2024

SELL
$180.08 - $204.79 $16,387 - $18,635
-91 Reduced 0.4%
22,691 $4.59 Million
Q1 2024

Apr 30, 2024

BUY
$167.09 - $200.3 $130,998 - $157,035
784 Added 3.56%
22,782 $4.56 Million
Q4 2023

Jan 19, 2024

BUY
$135.69 - $170.3 $389,430 - $488,761
2,870 Added 15.0%
21,998 $3.74 Million
Q3 2023

Oct 19, 2023

BUY
$143.21 - $158.0 $297,160 - $327,850
2,075 Added 12.17%
19,128 $2.77 Million
Q2 2023

Jul 26, 2023

BUY
$127.47 - $145.44 $35,436 - $40,432
278 Added 1.66%
17,053 $2.48 Million
Q1 2023

May 02, 2023

BUY
$124.91 - $143.8 $24,482 - $28,184
196 Added 1.18%
16,775 $2.19 Million
Q4 2022

Jan 26, 2023

SELL
$101.96 - $137.84 $83,709 - $113,166
-821 Reduced 4.72%
16,579 $0
Q3 2022

Nov 01, 2022

BUY
$20.73 - $120.58 $39,780 - $231,393
1,919 Added 12.4%
17,400 $1.82 Million
Q2 2022

Jul 26, 2022

BUY
$112.61 - $135.91 $90,763 - $109,543
806 Added 5.49%
15,481 $1.74 Million
Q1 2022

May 09, 2022

BUY
$128.3 - $168.44 $448,793 - $589,203
3,498 Added 31.3%
14,675 $2 Million
Q4 2021

Jan 31, 2022

BUY
$153.94 - $171.78 $48,183 - $53,767
313 Added 2.88%
11,177 $1.77 Million
Q3 2021

Oct 22, 2021

BUY
$146.97 - $166.98 $113,166 - $128,574
770 Added 7.63%
10,864 $1.78 Million
Q2 2021

Jul 26, 2021

BUY
$147.37 - $166.44 $108,611 - $122,666
737 Added 7.88%
10,094 $1.57 Million
Q1 2021

Apr 30, 2021

BUY
$125.65 - $157.65 $147,136 - $184,608
1,171 Added 14.3%
9,357 $1.42 Million
Q4 2020

Feb 11, 2021

BUY
$96.54 - $127.07 $17,859 - $23,507
185 Added 2.31%
8,186 $1.04 Million
Q3 2020

Oct 20, 2020

BUY
$91.28 - $103.82 $81,878 - $93,126
897 Added 12.63%
8,001 $770,000
Q2 2020

Aug 10, 2020

BUY
$84.03 - $113.45 $78,568 - $106,075
935 Added 15.16%
7,104 $668,000
Q1 2020

May 05, 2020

BUY
$79.03 - $141.09 $113,882 - $203,310
1,441 Added 30.48%
6,169 $544,000
Q4 2019

Jan 16, 2020

BUY
$111.82 - $139.4 $528,684 - $659,083
4,728 New
4,728 $659,000

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 $720B
  • 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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