Moody Lynn & Lieberson, LLC Jpmorgan Chase & CO Transaction History

Moody Lynn & Lieberson, LLC

$1.47 Billion
Q2 2024

A detailed history of Moody Lynn & Lieberson, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Moody Lynn & Lieberson, LLC holds 193,324 shares of JPM stock, worth $40.8 Million. This represents 2.65% of its overall portfolio holdings.

Number of Shares

193,324

Previous 192,019 0.68%

Holding current value

$40.8 Million

Previous $38.5 Million 1.66%

% of portfolio

2.65%

Previous 2.67%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 25, 2024	BUY	$180.08 - $204.79 $235,004 - $267,250	1,305 Added 0.68%	193,324 $39.1 Million
Q1 2024 Apr 23, 2024	BUY	$167.09 - $200.3 $287,728 - $344,916	1,722 Added 0.9%	192,019 $38.5 Million
Q4 2023 Jan 24, 2024	BUY	$135.69 - $170.3 $163,235 - $204,870	1,203 Added 0.64%	190,297 $32.4 Million
Q3 2023 Oct 24, 2023	BUY	$143.21 - $158.0 $2.17 Million - $2.39 Million	15,121 Added 8.69%	189,094 $27.4 Million
Q2 2023 Jul 27, 2023	BUY	$127.47 - $145.44 $396,049 - $451,882	3,107 Added 1.82%	173,973 $25.3 Million
Q1 2023 May 02, 2023	BUY	$124.91 - $143.8 $557,098 - $641,348	4,460 Added 2.68%	170,866 $22.3 Million
Q4 2022 Feb 01, 2023	SELL	$101.96 - $137.84 $136,014 - $183,878	-1,334 Reduced 0.8%	166,406 $22.3 Million
Q3 2022 Oct 26, 2022	SELL	$20.73 - $120.58 $711,495 - $4.14 Million	-34,322 Reduced 16.99%	167,740 $17.5 Million
Q2 2022 Jul 28, 2022	SELL	$112.61 - $135.91 $987,927 - $1.19 Million	-8,773 Reduced 4.16%	202,062 $22.8 Million
Q1 2022 Apr 27, 2022	SELL	$128.3 - $168.44 $9.52 Million - $12.5 Million	-74,179 Reduced 26.03%	210,835 $28.7 Million
Q4 2021 Jan 26, 2022	BUY	$153.94 - $171.78 $265,392 - $296,148	1,724 Added 0.61%	285,014 $45.1 Million
Q3 2021 Oct 26, 2021	SELL	$146.97 - $166.98 $2.44 Million - $2.78 Million	-16,630 Reduced 5.54%	283,290 $46.4 Million
Q2 2021 Jul 28, 2021	SELL	$147.37 - $166.44 $480,278 - $542,427	-3,259 Reduced 1.07%	299,920 $46.7 Million
Q1 2021 Apr 23, 2021	BUY	$125.65 - $157.65 $828,661 - $1.04 Million	6,595 Added 2.22%	303,179 $46.2 Million
Q4 2020 Jan 26, 2021	BUY	$96.54 - $127.07 $252,162 - $331,906	2,612 Added 0.89%	296,584 $37.7 Million
Q3 2020 Oct 28, 2020	SELL	$91.28 - $103.82 $472,830 - $537,787	-5,180 Reduced 1.73%	293,972 $28.3 Million
Q2 2020 Jul 24, 2020	BUY	$84.03 - $113.45 $4.63 Million - $6.26 Million	55,146 Added 22.6%	299,152 $28.1 Million
Q1 2020 Apr 30, 2020	SELL	$79.03 - $141.09 $675,311 - $1.21 Million	-8,545 Reduced 3.38%	244,006 $22 Million
Q4 2019 Jan 28, 2020	BUY	$111.82 - $139.4 $1.67 Million - $2.08 Million	14,891 Added 6.27%	252,551 $35.2 Million
Q3 2019 Oct 28, 2019	SELL	$104.8 - $120.23 $129,637 - $148,724	-1,237 Reduced 0.52%	237,660 $28 Million
Q2 2019 Jul 23, 2019	BUY	$104.64 - $116.12 $400,038 - $443,926	3,823 Added 1.63%	238,897 $26.7 Million
Q1 2019 Apr 23, 2019	SELL	$97.11 - $107.19 $51,662 - $57,025	-532 Reduced 0.23%	235,074 $23.8 Million
Q4 2018 Jan 29, 2019	SELL	$92.14 - $115.32 $474,981 - $594,474	-5,155 Reduced 2.14%	235,606 $23 Million
Q3 2018 Oct 29, 2018	BUY	$103.61 - $118.63 $1.12 Million - $1.28 Million	10,830 Added 4.71%	240,761 $27.2 Million
Q2 2018 Jul 24, 2018	SELL	$103.24 - $114.29 $4.53 Million - $5.01 Million	-43,847 Reduced 16.02%	229,931 $24 Million
Q1 2018 Apr 27, 2018	BUY	$107.01 - $118.77 $1.27 Million - $1.41 Million	11,847 Added 4.52%	273,778 $30.1 Million
Q4 2017 Feb 02, 2018	BUY	$95.86 - $107.83 $4.65 Million - $5.23 Million	48,509 Added 22.73%	261,931 $30.2 Million
Q3 2017 Nov 06, 2017	BUY	$88.42 - $95.51 $18.9 Million - $20.4 Million	213,422	213,422 $20.4 Million

Others Institutions Holding JPM

# of Institutions

4,537

Shares Held

2.01B

Call Options Held

26.2M

Put Options Held

29.1M

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About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $618B
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 ...

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Moody Lynn & Lieberson, LLC Jpmorgan Chase & CO Transaction History