A detailed history of Lakeshore Financial Planning, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Lakeshore Financial Planning, Inc. holds 10,732 shares of JPM stock, worth $2.59 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares
10,732
Previous 10,790 0.54%
Holding current value
$2.59 Million
Previous $2.18 Billion 3.69%
% of portfolio
1.0%
Previous 1.07%

Shares

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

Oct 31, 2024

SELL
$194.9 - $224.8 $11,304 - $13,038
-58 Reduced 0.54%
10,732 $2.26 Billion
Q2 2024

Jul 25, 2024

BUY
$180.08 - $204.79 $360 - $409
2 Added 0.02%
10,790 $2.18 Billion
Q1 2024

May 10, 2024

SELL
$167.09 - $200.3 $11,027 - $13,219
-66 Reduced 0.61%
10,788 $2.16 Billion
Q3 2023

Nov 14, 2023

BUY
$143.21 - $158.0 $1.55 Million - $1.71 Million
10,854 New
10,854 $1.57 Billion

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 $708B
  • 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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