A detailed history of Lebenthal Global Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Lebenthal Global Advisors, LLC holds 9,312 shares of JPM stock, worth $2.08 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
9,312
Previous 8,231 13.13%
Holding current value
$2.08 Million
Previous $1.66 Million 17.91%
% of portfolio
0.4%
Previous 0.37%

Shares

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

Oct 28, 2024

BUY
$194.9 - $224.8 $210,686 - $243,008
1,081 Added 13.13%
9,312 $1.96 Million
Q2 2024

Jul 24, 2024

BUY
$180.08 - $204.79 $56,905 - $64,713
316 Added 3.99%
8,231 $1.66 Million
Q1 2024

May 09, 2024

BUY
$167.09 - $200.3 $99,585 - $119,378
596 Added 8.14%
7,915 $1.59 Million
Q4 2023

Feb 07, 2024

BUY
$135.69 - $170.3 $114,250 - $143,392
842 Added 13.0%
7,319 $1.24 Million
Q3 2023

Nov 08, 2023

BUY
$143.21 - $158.0 $63,442 - $69,994
443 Added 7.34%
6,477 $939,000
Q2 2023

Aug 08, 2023

BUY
$127.47 - $145.44 $144,423 - $164,783
1,133 Added 23.12%
6,034 $877,000
Q1 2023

May 05, 2023

BUY
$124.91 - $143.8 $12,990 - $14,955
104 Added 2.17%
4,901 $638,000
Q4 2022

Feb 06, 2023

BUY
$101.96 - $137.84 $65,968 - $89,182
647 Added 15.59%
4,797 $643,000
Q3 2022

Nov 08, 2022

SELL
$20.73 - $120.58 $29,851 - $173,635
-1,440 Reduced 25.76%
4,150 $433,000
Q2 2022

Aug 05, 2022

BUY
$112.61 - $135.91 $131,866 - $159,150
1,171 Added 26.5%
5,590 $629,000
Q1 2022

May 10, 2022

SELL
$128.3 - $168.44 $225,808 - $296,454
-1,760 Reduced 28.48%
4,419 $602,000
Q4 2021

Apr 15, 2022

SELL
$153.94 - $171.78 $37,715 - $42,086
-245 Reduced 3.81%
6,179 $978,000
Q4 2021

Feb 15, 2022

BUY
$153.94 - $171.78 $305,570 - $340,983
1,985 Added 44.72%
6,424 $1.02 Million
Q3 2021

Nov 01, 2021

BUY
$146.97 - $166.98 $229,126 - $260,321
1,559 Added 54.13%
4,439 $726,000
Q2 2021

Aug 05, 2021

SELL
$147.37 - $166.44 $107,137 - $121,001
-727 Reduced 20.16%
2,880 $447,000
Q1 2021

May 07, 2021

BUY
$125.65 - $157.65 $88,206 - $110,670
702 Added 24.17%
3,607 $549,000
Q4 2020

Feb 12, 2021

BUY
$96.54 - $127.07 $280,448 - $369,138
2,905 New
2,905 $369,000

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 $654B
  • 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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