A detailed history of Lowe Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 150 shares of JPM stock, worth $37,458. This represents 0.01% of its overall portfolio holdings.

Number of Shares
150
Previous 150 -0.0%
Holding current value
$37,458
Previous $30,000 3.33%
% of portfolio
0.01%
Previous 0.01%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 20, 2023

SELL
$143.21 - $158.0 $2,864 - $3,160
-20 Reduced 11.76%
150 $21,000
Q1 2023

Apr 05, 2023

BUY
$124.91 - $143.8 $2,498 - $2,876
20 Added 13.33%
170 $22,000
Q4 2022

Jan 17, 2023

SELL
$101.96 - $137.84 $5,098 - $6,892
-50 Reduced 25.0%
150 $0
Q2 2022

Jul 07, 2022

BUY
$112.61 - $135.91 $11,261 - $13,591
100 Added 100.0%
200 $23,000
Q1 2022

Apr 08, 2022

SELL
$128.3 - $168.44 $8,339 - $10,948
-65 Reduced 39.39%
100 $14,000
Q4 2021

Jan 18, 2022

BUY
$153.94 - $171.78 $17,703 - $19,754
115 Added 230.0%
165 $26,000
Q3 2021

Oct 05, 2021

SELL
$146.97 - $166.98 $7,348 - $8,349
-50 Reduced 50.0%
50 $8,000
Q2 2021

Jul 01, 2021

BUY
$147.37 - $166.44 $14,737 - $16,644
100 New
100 $15,000
Q1 2020

Apr 10, 2020

SELL
$79.03 - $141.09 $18,651 - $33,297
-236 Closed
0 $0
Q4 2019

Jan 15, 2020

BUY
$111.82 - $139.4 $3,019 - $3,763
27 Added 12.92%
236 $33,000
Q1 2019

Apr 08, 2019

BUY
$97.11 - $107.19 $12,332 - $13,613
127 Added 154.88%
209 $21,000
Q4 2018

Jan 10, 2019

SELL
$92.14 - $115.32 $6,818 - $8,533
-74 Reduced 47.44%
82 $8,000
Q3 2018

Oct 30, 2018

BUY
$103.61 - $118.63 $828 - $949
8 Added 5.41%
156 $18,000
Q2 2018

Jul 12, 2018

SELL
$103.24 - $114.29 $17,034 - $18,857
-165 Reduced 52.72%
148 $15,000
Q1 2018

Apr 06, 2018

BUY
$107.01 - $118.77 $24,719 - $27,435
231 Added 281.71%
313 $34,000
Q4 2017

Jan 18, 2018

SELL
$95.86 - $107.83 $23,965 - $26,957
-250 Reduced 75.3%
82 $9,000
Q3 2017

Oct 05, 2017

BUY
$88.42 - $95.51 $29,355 - $31,709
332
332 $32,000

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 $732B
  • 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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