A detailed history of Lodestar Private Asset Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Lodestar Private Asset Management LLC holds 5,487 shares of JPM stock, worth $1.37 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,487
Previous 5,534 0.85%
Holding current value
$1.37 Million
Previous $1.12 Million 3.31%
% of portfolio
0.14%
Previous 0.14%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

SELL
$194.9 - $224.8 $9,160 - $10,565
-47 Reduced 0.85%
5,487 $1.16 Million
Q2 2024

Jul 30, 2024

SELL
$180.08 - $204.79 $7,203 - $8,191
-40 Reduced 0.72%
5,534 $1.12 Million
Q1 2024

Apr 25, 2024

SELL
$167.09 - $200.3 $44,445 - $53,279
-266 Reduced 4.55%
5,574 $1.12 Billion
Q4 2023

Jan 29, 2024

SELL
$135.69 - $170.3 $10,990 - $13,794
-81 Reduced 1.37%
5,840 $993 Million
Q3 2023

Oct 31, 2023

SELL
$143.21 - $158.0 $48,261 - $53,246
-337 Reduced 5.39%
5,921 $859 Million
Q2 2023

Jul 27, 2023

BUY
$127.47 - $145.44 $14,659 - $16,725
115 Added 1.87%
6,258 $910 Million
Q1 2023

Apr 25, 2023

BUY
$124.91 - $143.8 $16,363 - $18,837
131 Added 2.18%
6,143 $801 Million
Q4 2022

Feb 02, 2023

BUY
$101.96 - $137.84 $612,983 - $828,694
6,012 New
6,012 $806 Million

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 $733B
  • 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
Track This Portfolio

Track Lodestar Private Asset Management LLC Portfolio

Follow Lodestar Private Asset Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lodestar Private Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lodestar Private Asset Management LLC with notifications on news.