Lvz, Inc. Jpmorgan Chase & CO Transaction History

Lvz, Inc.

$731 Million
Q1 2024

A detailed history of Lvz, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Lvz, Inc. holds 5,258 shares of JPM stock, worth $1.06 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

5,258

Previous 5,228 0.57%

Holding current value

$1.06 Million

Previous $889,000 18.45%

% of portfolio

0.14%

Previous 0.13%

45 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 17, 2024	BUY	$167.09 - $200.3 $5,012 - $6,009	30 Added 0.57%	5,258 $1.05 Million
Q3 2023 Nov 08, 2023	BUY	$143.21 - $158.0 $4,296 - $4,740	30 Added 0.58%	5,228 $758,000
Q2 2023 Jul 18, 2023	SELL	$127.47 - $145.44 $4,079 - $4,654	-32 Reduced 0.61%	5,198 $755,000
Q1 2023 Apr 20, 2023	BUY	$124.91 - $143.8 $60,456 - $69,599	484 Added 10.2%	5,230 $681,000
Q4 2022 Jan 17, 2023	BUY	$101.96 - $137.84 $8,156 - $11,027	80 Added 1.71%	4,746 $0

Q3 2022 Oct 11, 2022	SELL	$20.73 - $120.58 $186 - $1,085	-9 Reduced 0.19%	4,666 $488,000
Q2 2022 Jul 27, 2022	BUY	$112.61 - $135.91 $14,526 - $17,532	129 Added 2.84%	4,675 $526,000
Q1 2022 Apr 19, 2022	BUY	$128.3 - $168.44 $14,497 - $19,033	113 Added 2.55%	4,546 $620,000
Q4 2021 Jan 28, 2022	BUY	$153.94 - $171.78 $13,084 - $14,601	85 Added 1.95%	4,433 $702,000
Q2 2021 Jul 16, 2021	BUY	$147.37 - $166.44 $19,894 - $22,469	135 Added 3.2%	4,348 $676,000
Q3 2020 Dec 23, 2020	BUY	$91.28 - $103.82 $384,562 - $437,393	4,213 New	4,213 $406,000
Q3 2020 Oct 28, 2020	SELL	$91.28 - $103.82 $384,380 - $437,186	-4,211 Closed	0 $0
Q2 2020 Dec 23, 2020	BUY	$84.03 - $113.45 $353,850 - $477,737	4,211 New	4,211 $396,000
Q2 2020 Jul 13, 2020	SELL	$84.03 - $113.45 $353,766 - $477,624	-4,210 Closed	0 $0
Q1 2020 Dec 23, 2020	BUY	$79.03 - $141.09 $332,716 - $593,988	4,210 New	4,210 $379,000
Q1 2020 Apr 20, 2020	SELL	$79.03 - $141.09 $348,601 - $622,347	-4,411 Closed	0 $0
Q4 2019 Dec 23, 2020	BUY	$111.82 - $139.4 $493,238 - $614,893	4,411 New	4,411 $615,000
Q4 2019 Feb 05, 2020	SELL	$111.82 - $139.4 $512,359 - $638,730	-4,582 Closed	0 $0
Q3 2019 Dec 23, 2020	BUY	$104.8 - $120.23 $480,193 - $550,893	4,582 New	4,582 $539,000
Q3 2019 Oct 22, 2019	SELL	$104.8 - $120.23 $477,783 - $548,128	-4,559 Closed	0 $0
Q2 2019 Dec 23, 2020	BUY	$104.64 - $116.12 $477,053 - $529,391	4,559 New	4,559 $510,000
Q2 2019 Jul 19, 2019	SELL	$104.64 - $116.12 $461,253 - $511,856	-4,408 Closed	0 $0
Q1 2019 Dec 23, 2020	BUY	$97.11 - $107.19 $428,060 - $472,493	4,408 New	4,408 $446,000
Q1 2019 Apr 25, 2019	SELL	$97.11 - $107.19 $427,963 - $472,386	-4,407 Closed	0 $0
Q4 2018 Dec 23, 2020	BUY	$92.14 - $115.32 $406,060 - $508,215	4,407 New	4,407 $430,000
Q4 2018 Jan 18, 2019	SELL	$92.14 - $115.32 $405,876 - $507,984	-4,405 Closed	0 $0
Q3 2018 Dec 23, 2020	BUY	$103.61 - $118.63 $456,402 - $522,565	4,405 New	4,405 $479,000
Q3 2018 Oct 19, 2018	SELL	$103.61 - $118.63 $456,402 - $522,565	-4,405 Closed	0 $0
Q2 2018 Dec 23, 2020	BUY	$103.24 - $114.29 $454,772 - $503,447	4,405 New	4,405 $459,000
Q2 2018 Aug 02, 2018	SELL	$103.24 - $114.29 $454,668 - $503,333	-4,404 Closed	0 $0
Q1 2018 Dec 23, 2020	BUY	$107.01 - $118.77 $471,272 - $523,063	4,404 New	4,404 $484,000
Q1 2018 Apr 25, 2018	SELL	$107.01 - $118.77 $578,175 - $641,714	-5,403 Closed	0 $0
Q4 2017 Dec 23, 2020	BUY	$95.86 - $107.83 $517,931 - $582,605	5,403 New	5,403 $578,000
Q4 2017 Jan 31, 2018	SELL	$95.86 - $107.83 $475,369 - $534,728	-4,959 Closed	0 $0
Q3 2017 Dec 23, 2020	BUY	$88.42 - $95.51 $438,474 - $473,634	4,959 New	4,959 $474,000
Q3 2017 Nov 02, 2017	SELL	$88.42 - $95.51 $438,386 - $473,538	-4,958 Closed	0 $0
Q2 2017 Dec 23, 2020	BUY	N/A	4,958 New	4,958 $453,000
Q2 2017 Aug 08, 2017	SELL	N/A	-4,957 Closed	0 $0
Q1 2017 Dec 23, 2020	BUY	N/A	60 Added 1.23%	4,957 $435,000
Q4 2016 Dec 23, 2020	BUY	N/A	202 Added 4.3%	4,897 $423,000
Q3 2016 Dec 22, 2020	BUY	N/A	80 Added 1.73%	4,695 $313,000
Q4 2015 Dec 22, 2020	SELL	N/A	-64 Reduced 1.37%	4,615 $305,000
Q3 2015 Dec 22, 2020	BUY	N/A	1,580 Added 50.98%	4,679 $285,000
Q2 2015 Dec 22, 2020	SELL	N/A	-542 Reduced 14.89%	3,099 $215,000
Q4 2013 Dec 17, 2020	BUY	N/A	3,641	3,641 $213,000

Others Institutions Holding JPM

# of Institutions

4,418

Shares Held

1.98B

Call Options Held

35.5M

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 $593B
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 Lvz, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lvz, Inc. with notifications on news.

Account