A detailed history of Lockerman Financial Group, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Lockerman Financial Group, Inc. holds 3,285 shares of JPM stock, worth $697,208. This represents 1.27% of its overall portfolio holdings.

Number of Shares
3,285
Previous 3,293 0.24%
Holding current value
$697,208
Previous $659,000 0.76%
% of portfolio
1.27%
Previous 1.32%

Shares

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

Jul 16, 2024

SELL
$180.08 - $204.79 $1,440 - $1,638
-8 Reduced 0.24%
3,285 $664,000
Q1 2024

Apr 15, 2024

SELL
$167.09 - $200.3 $5,681 - $6,810
-34 Reduced 1.02%
3,293 $659,000
Q4 2023

Jan 18, 2024

SELL
$135.69 - $170.3 $3,120 - $3,916
-23 Reduced 0.69%
3,327 $565,000
Q3 2023

Oct 19, 2023

BUY
$143.21 - $158.0 $3,150 - $3,476
22 Added 0.66%
3,350 $485,000
Q2 2023

Jul 20, 2023

BUY
$127.47 - $145.44 $4,079 - $4,654
32 Added 0.97%
3,328 $484,000
Q1 2023

May 10, 2023

BUY
$124.91 - $143.8 $5,246 - $6,039
42 Added 1.29%
3,296 $429,000
Q4 2022

Feb 07, 2023

BUY
$101.96 - $137.84 $13,560 - $18,332
133 Added 4.26%
3,254 $436,000
Q3 2022

Oct 24, 2022

BUY
$20.73 - $120.58 $12,044 - $70,056
581 Added 22.87%
3,121 $326,000
Q2 2022

Jul 22, 2022

BUY
$112.61 - $135.91 $29,503 - $35,608
262 Added 11.5%
2,540 $286,000
Q1 2022

May 10, 2022

SELL
$128.3 - $168.44 $37,976 - $49,858
-296 Reduced 11.5%
2,278 $311,000
Q4 2021

May 10, 2022

BUY
$153.94 - $171.78 $396,241 - $442,161
2,574 New
2,574 $407,000

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 $623B
  • 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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