A detailed history of Lji Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Lji Wealth Management, LLC holds 27,818 shares of JPM stock, worth $5.77 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares
27,818
Previous 27,924 0.38%
Holding current value
$5.77 Million
Previous $5.59 Billion 0.6%
% of portfolio
1.24%
Previous 1.45%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$180.08 - $204.79 $19,088 - $21,707
-106 Reduced 0.38%
27,818 $5.63 Billion
Q1 2024

May 15, 2024

SELL
$167.09 - $200.3 $18,714 - $22,433
-112 Reduced 0.4%
27,924 $5.59 Billion
Q4 2023

Feb 13, 2024

BUY
$135.69 - $170.3 $278,164 - $349,115
2,050 Added 7.89%
28,036 $4.77 Billion
Q3 2023

Feb 02, 2024

SELL
$143.21 - $158.0 $39.4 Million - $43.5 Million
-275,062 Reduced 91.37%
25,986 $3.77 Billion
Q2 2023

Feb 02, 2024

BUY
$127.47 - $145.44 $35.1 Million - $40.1 Million
275,655 Added 1085.56%
301,048 $3.7 Billion
Q1 2023

Feb 02, 2024

BUY
$124.91 - $143.8 $24,982 - $28,760
200 Added 0.79%
25,393 $3.31 Billion
Q4 2022

Jan 02, 2024

BUY
$101.96 - $137.84 $2.57 Million - $3.47 Million
25,193 New
25,193 $3.38 Billion

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 $608B
  • 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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