Lorne Steinberg Wealth Management Inc. Jpmorgan Chase & CO Transaction History

Lorne Steinberg Wealth Management Inc.

$322 Million
Q4 2024

A detailed history of Lorne Steinberg Wealth Management Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Lorne Steinberg Wealth Management Inc. holds 39,039 shares of JPM stock, worth $8.95 Million. This represents 2.91% of its overall portfolio holdings.

Number of Shares

39,039

Previous 39,021 0.05%

Holding current value

$8.95 Million

Previous $8.22 Million 13.79%

% of portfolio

2.91%

Previous 2.55%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$205.18 - $250.29 $3,693 - $4,505	18 Added 0.05%	39,039 $9.36 Million
Q3 2024 Oct 24, 2024	SELL	$194.9 - $224.8 $3,898 - $4,496	-20 Reduced 0.05%	39,021 $8.22 Million
Q2 2024 Jul 18, 2024	BUY	$180.08 - $204.79 $1,800 - $2,047	10 Added 0.03%	39,041 $7.9 Million
Q1 2024 May 02, 2024	BUY	$167.09 - $200.3 $13,701 - $16,424	82 Added 0.21%	39,031 $7.82 Million
Q4 2023 Feb 01, 2024	SELL	$135.69 - $170.3 $36,636 - $45,981	-270 Reduced 0.69%	38,949 $6.63 Million
Q3 2023 Oct 31, 2023	SELL	$143.21 - $158.0 $51,555 - $56,880	-360 Reduced 0.91%	39,219 $5.69 Million
Q2 2023 Jul 14, 2023	SELL	$127.47 - $145.44 $7,010 - $7,999	-55 Reduced 0.14%	39,579 $5.76 Million
Q1 2023 Apr 26, 2023	BUY	$124.91 - $143.8 $1.65 Million - $1.9 Million	13,190 Added 49.88%	39,634 $5.16 Million
Q4 2022 Feb 10, 2023	BUY	$101.96 - $137.84 $37,623 - $50,862	369 Added 1.42%	26,444 $3.55 Million
Q3 2022 Nov 09, 2022	BUY	$20.73 - $120.58 $449,550 - $2.61 Million	21,686 Added 494.1%	26,075 $2.73 Million
Q2 2022 Aug 10, 2022	SELL	$112.61 - $135.91 $67,566 - $81,546	-600 Reduced 12.03%	4,389 $494,000
Q1 2022 May 10, 2022	BUY	$128.3 - $168.44 $28,867 - $37,899	225 Added 4.72%	4,989 $680,000
Q4 2021 Feb 14, 2022	SELL	$153.94 - $171.78 $3,232 - $3,607	-21 Reduced 0.44%	4,764 $754,000
Q3 2021 Nov 09, 2021	SELL	$146.97 - $166.98 $18,371 - $20,872	-125 Reduced 2.55%	4,785 $783,000
Q2 2021 Jul 20, 2021	BUY	$147.37 - $166.44 $35,368 - $39,945	240 Added 5.14%	4,910 $764,000
Q1 2021 May 03, 2021	SELL	$125.65 - $157.65 $12,565 - $15,765	-100 Reduced 2.1%	4,670 $711,000
Q4 2020 Mar 17, 2021	BUY	$96.54 - $127.07 $460,495 - $606,123	4,770 New	4,770 $606,000

Others Institutions Holding JPM

# of Institutions

5,069

Shares Held

2.01B

Call Options Held

28.9M

Put Options Held

31.4M

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 $672B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Lorne Steinberg Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lorne Steinberg Wealth Management Inc. with notifications on news.

Account

Lorne Steinberg Wealth Management Inc. Jpmorgan Chase & CO Transaction History