Lvw Advisors, LLC Jpmorgan Chase & CO Transaction History

Lvw Advisors, LLC

$862 Million
Q2 2025

A detailed history of Lvw Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Lvw Advisors, LLC holds 26,183 shares of JPM stock, worth $8 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares

26,183

Previous 26,762 2.16%

Holding current value

$8 Million

Previous $6.56 Million 15.63%

% of portfolio

0.88%

Previous 0.83%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	SELL	$210.28 - $289.91 $121,752 - $167,857	-579 Reduced 2.16%	26,183 $7.59 Million
Q1 2025 Apr 09, 2025	SELL	$225.19 - $279.95 $124,755 - $155,092	-554 Reduced 2.03%	26,762 $6.56 Million
Q4 2024 Jan 16, 2025	SELL	$205.18 - $250.29 $481,967 - $587,931	-2,349 Reduced 7.92%	27,316 $6.55 Million
Q3 2024 Oct 09, 2024	SELL	$194.9 - $224.8 $198,018 - $228,396	-1,016 Reduced 3.31%	29,665 $6.25 Million
Q2 2024 Jul 15, 2024	BUY	$180.08 - $204.79 $51,502 - $58,569	286 Added 0.94%	30,681 $6.21 Million
Q1 2024 Apr 17, 2024	SELL	$167.09 - $200.3 $234,761 - $281,421	-1,405 Reduced 4.42%	30,395 $6.09 Million
Q4 2023 Jan 12, 2024	SELL	$135.69 - $170.3 $491,469 - $616,826	-3,622 Reduced 10.23%	31,800 $5.41 Million
Q3 2023 Oct 10, 2023	SELL	$143.21 - $158.0 $656,761 - $724,588	-4,586 Reduced 11.46%	35,422 $5.14 Million
Q2 2023 Jul 14, 2023	SELL	$127.47 - $145.44 $818,357 - $933,724	-6,420 Reduced 13.83%	40,008 $5.82 Million
Q1 2023 May 02, 2023	SELL	$124.91 - $143.8 $10,492 - $12,079	-84 Reduced 0.18%	46,428 $6.05 Million
Q4 2022 Jan 18, 2023	BUY	$101.96 - $137.84 $85,340 - $115,372	837 Added 1.83%	46,512 $0
Q3 2022 Oct 13, 2022	BUY	$20.73 - $120.58 $41,646 - $242,245	2,009 Added 4.6%	45,675 $4.77 Million
Q2 2022 Jul 22, 2022	BUY	$112.61 - $135.91 $148,645 - $179,401	1,320 Added 3.12%	43,666 $4.92 Million
Q1 2022 May 02, 2022	BUY	$128.3 - $168.44 $85,447 - $112,181	666 Added 1.6%	42,346 $5.77 Million
Q4 2021 Jan 26, 2022	SELL	$153.94 - $171.78 $230,294 - $256,982	-1,496 Reduced 3.46%	41,680 $6.6 Million
Q3 2021 Nov 02, 2021	BUY	$146.97 - $166.98 $323,040 - $367,022	2,198 Added 5.36%	43,176 $7.07 Million
Q2 2021 Jul 15, 2021	BUY	$147.37 - $166.44 $30,358 - $34,286	206 Added 0.51%	40,978 $6.37 Million
Q1 2021 Apr 19, 2021	SELL	$125.65 - $157.65 $327,695 - $411,151	-2,608 Reduced 6.01%	40,772 $6.21 Million
Q4 2020 Feb 04, 2021	BUY	$96.54 - $127.07 $11,295 - $14,867	117 Added 0.27%	43,380 $5.51 Million
Q3 2020 Oct 29, 2020	SELL	$91.28 - $103.82 $50,112 - $56,997	-549 Reduced 1.25%	43,263 $4.17 Million
Q2 2020 Aug 11, 2020	BUY	$84.03 - $113.45 $245,535 - $331,500	2,922 Added 7.15%	43,812 $4.12 Million
Q1 2020 Apr 23, 2020	BUY	$79.03 - $141.09 $694,515 - $1.24 Million	8,788 Added 27.38%	40,890 $3.68 Million
Q4 2019 Feb 10, 2020	SELL	$111.82 - $139.4 $399,868 - $498,494	-3,576 Reduced 10.02%	32,102 $4.48 Million
Q3 2019 Oct 22, 2019	SELL	$104.8 - $120.23 $30,287 - $34,746	-289 Reduced 0.8%	35,678 $4.2 Million
Q2 2019 Aug 14, 2019	BUY	$104.64 - $116.12 $170,144 - $188,811	1,626 Added 4.73%	35,967 $4.02 Million
Q1 2019 May 03, 2019	SELL	$97.11 - $107.19 $34,765 - $38,374	-358 Reduced 1.03%	34,341 $3.48 Million
Q4 2018 Feb 05, 2019	BUY	$92.14 - $115.32 $233,667 - $292,451	2,536 Added 7.88%	34,699 $3.39 Million
Q3 2018 Nov 02, 2018	BUY	$103.61 - $118.63 $7,356 - $8,422	71 Added 0.22%	32,163 $3.63 Million
Q2 2018 Jul 31, 2018	SELL	$103.24 - $114.29 $106,543 - $117,947	-1,032 Reduced 3.12%	32,092 $3.34 Million
Q1 2018 Apr 20, 2018	SELL	$107.01 - $118.77 $225,470 - $250,248	-2,107 Reduced 5.98%	33,124 $3.64 Million
Q4 2017 Feb 12, 2018	SELL	$95.86 - $107.83 $770,810 - $867,061	-8,041 Reduced 18.58%	35,231 $3.77 Million
Q3 2017 Nov 09, 2017	SELL	$88.42 - $95.51 $105,485 - $113,943	-1,193 Reduced 2.68%	43,272 $4.13 Million
Q2 2017 Aug 10, 2017	BUY	N/A	44,465	44,465 $4.06 Million

Others Institutions Holding JPM

# of Institutions

5,346

Shares Held

2.09B

Call Options Held

28.7M

Put Options Held

30.3M

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 $897B
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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