Lipe & Dalton Jpmorgan Chase & CO Transaction History

Lipe & Dalton

$198 Million
Q3 2024

A detailed history of Lipe & Dalton transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Lipe & Dalton holds 1,800 shares of JPM stock, worth $432,000. This represents 0.19% of its overall portfolio holdings.

Number of Shares

1,800

Previous 1,800 -0.0%

Holding current value

$432,000

Previous $364,000 4.4%

% of portfolio

0.19%

Previous 0.2%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	BUY	$167.09 - $200.3 $45,114 - $54,081	270 Added 17.65%	1,800 $361,000
Q2 2023 Jul 26, 2023	SELL	$127.47 - $145.44 $10,834 - $12,362	-85 Reduced 5.26%	1,530 $223,000
Q1 2023 May 02, 2023	SELL	$124.91 - $143.8 $8,119 - $9,347	-65 Reduced 3.87%	1,615 $210,000
Q4 2022 Feb 03, 2023	SELL	$101.96 - $137.84 $5,098 - $6,892	-50 Reduced 2.89%	1,680 $225,000
Q1 2022 Apr 26, 2022	SELL	$128.3 - $168.44 $21,811 - $28,634	-170 Reduced 8.95%	1,730 $236,000
Q4 2021 Feb 01, 2022	BUY	$153.94 - $171.78 $22,321 - $24,908	145 Added 8.26%	1,900 $301,000
Q1 2021 Apr 30, 2021	SELL	$125.65 - $157.65 $20,104 - $25,224	-160 Reduced 8.36%	1,755 $267,000
Q2 2020 Aug 07, 2020	BUY	$84.03 - $113.45 $8,403 - $11,345	100 Added 5.51%	1,915 $180,000
Q4 2019 Jan 21, 2020	BUY	$111.82 - $139.4 $14,760 - $18,400	132 Added 7.84%	1,815 $253,000
Q3 2019 Nov 07, 2019	SELL	$104.8 - $120.23 $20,960 - $24,046	-200 Reduced 10.62%	1,683 $198,000
Q4 2018 Feb 08, 2019	BUY	$92.14 - $115.32 $173,499 - $217,147	1,883 New	1,883 $184,000
Q4 2017 Feb 13, 2018	SELL	$95.86 - $107.83 $143,790 - $161,745	-1,500 Closed	0 $0
Q3 2017 Nov 03, 2017	BUY	$88.42 - $95.51 $132,630 - $143,265	1,500	1,500 $143,000

Others Institutions Holding JPM

# of Institutions

4,617

Shares Held

1.95B

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 $704B
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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