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

Lorne Steinberg Wealth Management Inc.

$297 Million
Q1 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 39,031 shares of JPM stock, worth $8 Million. This represents 2.63% of its overall portfolio holdings.

Number of Shares

39,031

Previous 38,949 0.21%

Holding current value

$8 Million

Previous $6.63 Million 17.99%

% of portfolio

2.63%

Previous 2.43%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

4,436

Shares Held

1.98B

Call Options Held

40.5M

Put Options Held

32.6M

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 $601B
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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Lorne Steinberg Wealth Management Inc. Jpmorgan Chase & CO Transaction History