Lederer & Associates Investment Counsel Jpmorgan Chase & CO Transaction History

Lederer & Associates Investment Counsel

$142 Million
Q3 2024

A detailed history of Lederer & Associates Investment Counsel transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Lederer & Associates Investment Counsel holds 10,142 shares of JPM stock, worth $2.45 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares

10,142

Previous 14,813 31.53%

Holding current value

$2.45 Million

Previous $3 Million 28.6%

% of portfolio

1.5%

Previous 2.17%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$194.9 - $224.8 $910,377 - $1.05 Million	-4,671 Reduced 31.53%	10,142 $2.14 Million
Q2 2024 Aug 02, 2024	SELL	$180.08 - $204.79 $216,096 - $245,748	-1,200 Reduced 7.49%	14,813 $3 Million
Q1 2024 Apr 29, 2024	SELL	$167.09 - $200.3 $102,259 - $122,583	-612 Reduced 3.68%	16,013 $3.21 Million
Q4 2023 Jan 19, 2024	SELL	$135.69 - $170.3 $27,409 - $34,400	-202 Reduced 1.2%	16,625 $2.83 Million
Q3 2023 Oct 23, 2023	SELL	$143.21 - $158.0 $26,637 - $29,388	-186 Reduced 1.09%	16,827 $2.44 Million
Q2 2023 Aug 04, 2023	SELL	$127.47 - $145.44 $46,526 - $53,085	-365 Reduced 2.1%	17,013 $2.47 Million
Q1 2023 Apr 17, 2023	SELL	$124.91 - $143.8 $29,978 - $34,512	-240 Reduced 1.36%	17,378 $2.27 Million
Q4 2022 Jan 12, 2023	SELL	$101.96 - $137.84 $76,673 - $103,655	-752 Reduced 4.09%	17,618 $2.36 Million
Q3 2022 Nov 14, 2022	SELL	$20.73 - $120.58 $3,689 - $21,463	-178 Reduced 0.96%	18,370 $1.92 Million
Q2 2022 Aug 09, 2022	SELL	$112.61 - $135.91 $298,754 - $360,569	-2,653 Reduced 12.51%	18,548 $2.09 Million
Q1 2022 May 24, 2022	SELL	$128.3 - $168.44 $641 - $842	-5 Reduced 0.02%	21,201 $2.89 Million
Q4 2021 Jan 24, 2022	BUY	$153.94 - $171.78 $5,541 - $6,184	36 Added 0.17%	21,206 $3.36 Million
Q3 2021 Oct 22, 2021	BUY	$146.97 - $166.98 $33,362 - $37,904	227 Added 1.08%	21,170 $3.47 Million
Q2 2021 Jul 23, 2021	SELL	$147.37 - $166.44 $29,031 - $32,788	-197 Reduced 0.93%	20,943 $3.26 Million
Q1 2021 Apr 19, 2021	BUY	$125.65 - $157.65 $100,268 - $125,804	798 Added 3.92%	21,140 $3.22 Million
Q4 2020 Jan 25, 2021	BUY	$96.54 - $127.07 $7,819 - $10,292	81 Added 0.4%	20,342 $2.59 Million
Q3 2020 Jan 13, 2021	BUY	$91.28 - $103.82 $53,216 - $60,527	583 Added 2.96%	20,261 $1.95 Million
Q2 2020 Jul 14, 2020	SELL	$84.03 - $113.45 $5,041 - $6,807	-60 Reduced 0.3%	19,678 $1.85 Million
Q1 2020 Apr 20, 2020	SELL	$79.03 - $141.09 $58,245 - $103,983	-737 Reduced 3.6%	19,738 $1.78 Million
Q4 2019 Feb 07, 2020	BUY	$111.82 - $139.4 $7,827 - $9,758	70 Added 0.34%	20,475 $2.85 Million
Q3 2019 Oct 07, 2019	SELL	$104.8 - $120.23 $2,096 - $2,404	-20 Reduced 0.1%	20,405 $2.4 Million
Q2 2019 Jul 19, 2019	SELL	$104.64 - $116.12 $258,984 - $287,397	-2,475 Reduced 10.81%	20,425 $2.28 Million
Q1 2019 Apr 12, 2019	SELL	$97.11 - $107.19 $26,219 - $28,941	-270 Reduced 1.17%	22,900 $2.32 Million
Q4 2018 Jan 25, 2019	BUY	$92.14 - $115.32 $57,587 - $72,075	625 Added 2.77%	23,170 $2.26 Million
Q3 2018 Oct 22, 2018	BUY	$103.61 - $118.63 $57,503 - $65,839	555 Added 2.52%	22,545 $2.54 Million
Q2 2018 Jul 27, 2018	SELL	$103.24 - $114.29 $54,304 - $60,116	-526 Reduced 2.34%	21,990 $2.29 Million
Q1 2018 Apr 09, 2018	SELL	$107.01 - $118.77 $32,638 - $36,224	-305 Reduced 1.34%	22,516 $2.48 Million
Q4 2017 Jan 11, 2018	SELL	$95.86 - $107.83 $14,283 - $16,066	-149 Reduced 0.65%	22,821 $2.44 Million
Q3 2017 Oct 13, 2017	BUY	$88.42 - $95.51 $2.03 Million - $2.19 Million	22,970	22,970 $2.19 Million

Others Institutions Holding JPM

# of Institutions

4,616

Shares Held

1.95B

Call Options Held

29.8M

Put Options Held

35.7M

View Full List

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 ...

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Lederer & Associates Investment Counsel Jpmorgan Chase & CO Transaction History