Lion Street Advisors, LLC Jpmorgan Chase & CO Transaction History

Lion Street Advisors, LLC

$282 Million
Q3 2024

A detailed history of Lion Street Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Lion Street Advisors, LLC holds 6,281 shares of JPM stock, worth $1.54 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

6,281

Previous 6,441 2.48%

Holding current value

$1.54 Million

Previous $1.3 Million 1.61%

% of portfolio

0.47%

Previous 0.49%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	SELL	$194.9 - $224.8 $31,184 - $35,968	-160 Reduced 2.48%	6,281 $1.32 Million
Q2 2024 Jul 12, 2024	SELL	$180.08 - $204.79 $15,847 - $18,021	-88 Reduced 1.35%	6,441 $1.3 Million
Q4 2023 Jan 09, 2024	SELL	$135.69 - $170.3 $750,230 - $941,588	-5,529 Reduced 45.85%	6,529 $1.11 Million
Q3 2023 Oct 19, 2023	BUY	$143.21 - $158.0 $43,679 - $48,190	305 Added 2.6%	12,058 $1.75 Million
Q2 2023 Jul 28, 2023	SELL	$127.47 - $145.44 $14,659 - $16,725	-115 Reduced 0.97%	11,753 $1.71 Million
Q1 2023 Apr 12, 2023	BUY	$124.91 - $143.8 $285,669 - $328,870	2,287 Added 23.87%	11,868 $1.55 Million
Q4 2022 Jan 19, 2023	SELL	$101.96 - $137.84 $203,206 - $274,715	-1,993 Reduced 17.22%	9,581 $0
Q3 2022 Oct 18, 2022	BUY	$20.73 - $120.58 $41,314 - $240,315	1,993 Added 20.8%	11,574 $1.21 Million
Q2 2022 Jul 19, 2022	BUY	$112.61 - $135.91 $92,565 - $111,718	822 Added 9.38%	9,581 $1.63 Million
Q1 2022 May 10, 2022	SELL	$128.3 - $168.44 $126,632 - $166,250	-987 Reduced 10.13%	8,759 $1.19 Million
Q4 2021 Jan 20, 2022	BUY	$153.94 - $171.78 $25,400 - $28,343	165 Added 1.72%	9,746 $1.54 Million
Q3 2021 Nov 15, 2021	BUY	$146.97 - $166.98 $1.41 Million - $1.6 Million	9,581 New	9,581 $1.57 Million
Q2 2020 Jul 20, 2020	SELL	$84.03 - $113.45 $34,704 - $46,854	-413 Closed	0 $0
Q1 2020 May 06, 2020	BUY	$79.03 - $141.09 $32,639 - $58,270	413 New	413 $37,000

Others Institutions Holding JPM

# of Institutions

4,611

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

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 $719B
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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Lion Street Advisors, LLC Jpmorgan Chase & CO Transaction History