A detailed history of Alan B. Lancz & Associates, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Alan B. Lancz & Associates, Inc. holds 5,506 shares of JPM stock, worth $1.22 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares
5,506
Previous 4,506 22.19%
Holding current value
$1.22 Million
Previous $911,000 27.33%
% of portfolio
1.07%
Previous 0.91%

Shares

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

Nov 04, 2024

BUY
$194.9 - $224.8 $194,900 - $224,800
1,000 Added 22.19%
5,506 $1.16 Million
Q2 2024

Jul 24, 2024

BUY
$180.08 - $204.79 $49,161 - $55,907
273 Added 6.45%
4,506 $911,000
Q2 2022

Aug 11, 2022

SELL
$112.61 - $135.91 $9,459 - $11,416
-84 Reduced 1.95%
4,233 $488,000
Q4 2021

Apr 13, 2022

SELL
$153.94 - $171.78 $2.23 Million - $2.49 Million
-14,500 Reduced 77.06%
4,317 $684,000
Q4 2021

Feb 09, 2022

BUY
$153.94 - $171.78 $2.9 Million - $3.23 Million
18,817 New
18,817 $2.98 Million

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 $650B
  • 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

Track Alan B. Lancz & Associates, Inc. Portfolio

Follow Alan B. Lancz & Associates, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Alan B. Lancz & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Alan B. Lancz & Associates, Inc. with notifications on news.