A detailed history of Lehman & Derafelo Financial Resources LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Lehman & Derafelo Financial Resources LLC holds 4,763 shares of JPM stock, worth $1.15 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
4,763
Previous 2,554 86.49%
Holding current value
$1.15 Million
Previous $267,000 138.95%
% of portfolio
0.19%
Previous 0.08%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 20, 2023

BUY
$101.96 - $137.84 $225,229 - $304,488
2,209 Added 86.49%
4,763 $0
Q3 2022

Oct 21, 2022

SELL
$20.73 - $120.58 $29,022 - $168,812
-1,400 Reduced 35.41%
2,554 $267,000
Q2 2022

Jul 19, 2022

SELL
$112.61 - $135.91 $3,716 - $4,485
-33 Reduced 0.83%
3,954 $445,000
Q1 2022

Apr 21, 2022

BUY
$128.3 - $168.44 $181,031 - $237,668
1,411 Added 54.77%
3,987 $543,000
Q4 2021

Feb 11, 2022

BUY
$153.94 - $171.78 $1,847 - $2,061
12 Added 0.47%
2,576 $408,000
Q3 2021

Oct 28, 2021

BUY
$146.97 - $166.98 $21,016 - $23,878
143 Added 5.91%
2,564 $420,000
Q2 2021

Jul 19, 2021

BUY
$147.37 - $166.44 $8,252 - $9,320
56 Added 2.37%
2,421 $377,000
Q1 2021

Apr 21, 2021

BUY
$125.65 - $157.65 $35,307 - $44,299
281 Added 13.48%
2,365 $360,000
Q3 2020

Nov 06, 2020

SELL
$91.28 - $103.82 $45,640 - $51,910
-500 Reduced 19.35%
2,084 $201,000
Q2 2020

Jul 30, 2020

SELL
$84.03 - $113.45 $66,719 - $90,079
-794 Reduced 23.51%
2,584 $243,000
Q1 2020

May 13, 2020

BUY
$79.03 - $141.09 $5,532 - $9,876
70 Added 2.12%
3,378 $304,000
Q4 2019

Feb 12, 2020

BUY
$111.82 - $139.4 $4,249 - $5,297
38 Added 1.16%
3,308 $461,000
Q2 2019

Aug 14, 2019

BUY
$104.64 - $116.12 $342,172 - $379,712
3,270 New
3,270 $371,000

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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