A detailed history of Lwm Advisory Services, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 4,436 shares of JPM stock, worth $910,178. This represents 0.78% of its overall portfolio holdings.

Number of Shares
4,436
Previous 5,391 17.71%
Holding current value
$910,178
Previous $1.08 Million 16.87%
% of portfolio
0.78%
Previous 0.74%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

SELL
$180.08 - $204.79 $171,976 - $195,574
-955 Reduced 17.71%
4,436 $897,000
Q1 2024

May 09, 2024

SELL
$167.09 - $200.3 $13,200 - $15,823
-79 Reduced 1.44%
5,391 $1.08 Million
Q4 2023

Feb 05, 2024

SELL
$135.69 - $170.3 $132,026 - $165,701
-973 Reduced 15.1%
5,470 $930,000
Q3 2023

Nov 02, 2023

BUY
$143.21 - $158.0 $8,019 - $8,848
56 Added 0.88%
6,443 $934,000
Q2 2023

Aug 07, 2023

BUY
$127.47 - $145.44 $9,305 - $10,617
73 Added 1.16%
6,387 $928,000
Q1 2023

May 02, 2023

BUY
$124.91 - $143.8 $9,618 - $11,072
77 Added 1.23%
6,314 $822,000
Q4 2022

Feb 07, 2023

SELL
$101.96 - $137.84 $363,691 - $491,675
-3,567 Reduced 36.38%
6,237 $836,000
Q3 2022

Nov 16, 2022

BUY
$20.73 - $120.58 $13,992 - $81,391
675 Added 7.39%
9,804 $1.05 Million
Q2 2022

Aug 15, 2022

BUY
$112.61 - $135.91 $372,513 - $449,590
3,308 Added 56.83%
9,129 $1.03 Million
Q1 2022

May 09, 2022

SELL
$128.3 - $168.44 $45,161 - $59,290
-352 Reduced 5.7%
5,821 $791,000
Q4 2021

Feb 18, 2022

BUY
$153.94 - $171.78 $950,271 - $1.06 Million
6,173 New
6,173 $978,000

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 $602B
  • 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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