A detailed history of Joseph P. Lucia & Associates, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Joseph P. Lucia & Associates, LLC holds 1,310 shares of JPM stock, worth $317,426. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,310
Previous 1,310 -0.0%
Holding current value
$317,426
Previous $264,000 4.55%
% of portfolio
0.15%
Previous 0.16%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024

BUY
$167.09 - $200.3 $6,349 - $7,611
38 Added 2.99%
1,310 $262,000
Q4 2023

Jan 29, 2024

SELL
$135.69 - $170.3 $23,067 - $28,951
-170 Reduced 11.79%
1,272 $216,000
Q2 2023

Jul 21, 2023

SELL
$127.47 - $145.44 $25,494 - $29,088
-200 Reduced 12.18%
1,442 $209,000
Q4 2022

Feb 13, 2023

BUY
$101.96 - $137.84 $167,418 - $226,333
1,642 New
1,642 $220,000
Q2 2022

Jul 26, 2022

SELL
$112.61 - $135.91 $1,801 - $2,174
-16 Reduced 1.73%
907 $102,000
Q1 2022

Apr 19, 2022

BUY
$128.3 - $168.44 $118,420 - $155,470
923 New
923 $126,000
Q4 2021

Feb 04, 2022

SELL
$153.94 - $171.78 $322,966 - $360,394
-2,098 Closed
0 $0
Q3 2021

Oct 13, 2021

BUY
$146.97 - $166.98 $146 - $166
1 Added 0.05%
2,098 $344,000
Q2 2021

Jul 27, 2021

BUY
$147.37 - $166.44 $127,622 - $144,137
866 Added 70.35%
2,097 $326,000
Q1 2021

Apr 23, 2021

BUY
$125.65 - $157.65 $2,136 - $2,680
17 Added 1.4%
1,231 $188,000
Q4 2020

Jan 29, 2021

BUY
$96.54 - $127.07 $117,199 - $154,262
1,214 New
1,214 $154,000
Q3 2020

Oct 20, 2020

SELL
$91.28 - $103.82 $101,229 - $115,136
-1,109 Closed
0 $0
Q2 2020

Jul 10, 2020

BUY
$84.03 - $113.45 $168 - $226
2 Added 0.18%
1,109 $104,000
Q1 2020

Apr 22, 2020

BUY
$79.03 - $141.09 $2,845 - $5,079
36 Added 3.36%
1,107 $100,000
Q4 2019

Jan 23, 2020

BUY
$111.82 - $139.4 $55,798 - $69,560
499 Added 87.24%
1,071 $149,000
Q2 2019

Jul 23, 2019

SELL
$104.64 - $116.12 $5.38 Million - $5.97 Million
-51,406 Reduced 98.9%
572 $64,000
Q1 2019

May 02, 2019

BUY
$97.11 - $107.19 $5.05 Million - $5.57 Million
51,978 New
51,978 $492,000

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 $711B
  • 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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