A detailed history of Lutz Financial Services LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Lutz Financial Services LLC holds 1,585 shares of JPM stock, worth $376,596. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,585
Previous 1,558 1.73%
Holding current value
$376,596
Previous $315,000 6.03%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 29, 2024

BUY
$194.9 - $224.8 $5,262 - $6,069
27 Added 1.73%
1,585 $334,000
Q1 2024

May 03, 2024

SELL
$167.09 - $200.3 $3,843 - $4,606
-23 Reduced 1.45%
1,558 $312,000
Q4 2023

Feb 07, 2024

BUY
$135.69 - $170.3 $5,970 - $7,493
44 Added 2.86%
1,581 $268,000
Q3 2023

Nov 03, 2023

BUY
$143.21 - $158.0 $5,155 - $5,688
36 Added 2.4%
1,537 $222,000
Q2 2023

Aug 07, 2023

SELL
$127.47 - $145.44 $13,511 - $15,416
-106 Reduced 6.6%
1,501 $218,000
Q1 2023

May 01, 2023

BUY
$124.91 - $143.8 $12,491 - $14,380
100 Added 6.64%
1,607 $209,000
Q4 2022

Feb 06, 2023

BUY
$101.96 - $137.84 $153,653 - $207,724
1,507 New
1,507 $202,000

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 $697B
  • 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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