A detailed history of Lloyd Advisory Services, Llc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Lloyd Advisory Services, Llc. holds 16,250 shares of JPM stock, worth $3.29 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares
16,250
Previous 2,375 584.21%
Holding current value
$3.29 Million
Previous $403,000 707.44%
% of portfolio
1.05%
Previous 0.23%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 12, 2024

BUY
$167.09 - $200.3 $2.32 Million - $2.78 Million
13,875 Added 584.21%
16,250 $3.25 Million
Q4 2023

Feb 13, 2024

BUY
$135.69 - $170.3 $322,263 - $404,462
2,375 New
2,375 $403,000
Q2 2022

Aug 15, 2022

SELL
$112.61 - $135.91 $42,341 - $51,102
-376 Closed
0 $0
Q1 2022

May 02, 2022

BUY
$128.3 - $168.44 $7,826 - $10,274
61 Added 19.37%
376 $51,000
Q4 2021

Jan 26, 2022

SELL
$153.94 - $171.78 $5,541 - $6,184
-36 Reduced 10.26%
315 $50,000
Q3 2021

Oct 21, 2021

SELL
$146.97 - $166.98 $1,469 - $1,669
-10 Reduced 2.77%
351 $57,000
Q1 2021

May 04, 2021

SELL
$125.65 - $157.65 $77,400 - $97,112
-616 Reduced 63.05%
361 $55,000
Q4 2020

Feb 04, 2021

BUY
$96.54 - $127.07 $3,668 - $4,828
38 Added 4.05%
977 $124,000
Q3 2020

Oct 28, 2020

BUY
$91.28 - $103.82 $45,913 - $52,221
503 Added 115.37%
939 $90,000
Q2 2020

Aug 07, 2020

BUY
$84.03 - $113.45 $7,394 - $9,983
88 Added 25.29%
436 $41,000
Q1 2020

Jun 03, 2020

BUY
$79.03 - $141.09 $1,896 - $3,386
24 Added 7.41%
348 $31,000
Q4 2019

Feb 12, 2020

BUY
$111.82 - $139.4 $36,229 - $45,165
324 New
324 $45,000

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 $593B
  • 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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