Liberty One Investment Management, LLC Jpmorgan Chase & CO Transaction History

Liberty One Investment Management, LLC

  • $969 Million
  • Q3 2024

A detailed history of Liberty One Investment Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Liberty One Investment Management, LLC holds 21,667 shares of JPM stock, worth $5.25 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
21,667
Previous 20,725 4.55%
Holding current value
$5.25 Million
Previous $4.19 Million 8.92%
% of portfolio
0.47%
Previous 0.47%

Shares

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

Oct 31, 2024
BUY
$194.9 - $224.8 $183,595 - $211,761
942 Added 4.55%
21,667 $4.57 Million
Q2 2024

Jul 22, 2024
SELL
$180.08 - $204.79 $284,706 - $323,772
-1,581 Reduced 7.09%
20,725 $4.19 Million
Q1 2024

Apr 30, 2024
BUY
$167.09 - $200.3 $130,497 - $156,434
781 Added 3.63%
22,306 $4.47 Million
Q4 2023

Jan 26, 2024
BUY
$135.69 - $170.3 $127,684 - $160,252
941 Added 4.57%
21,525 $3.66 Million
Q3 2023

Nov 03, 2023
BUY
$143.21 - $158.0 $121,442 - $133,984
848 Added 4.3%
20,584 $2.99 Million
Q2 2023

Aug 04, 2023
BUY
$127.47 - $145.44 $95,475 - $108,934
749 Added 3.94%
19,736 $2.87 Million
Q1 2023

May 15, 2023
BUY
$124.91 - $143.8 $207,975 - $239,427
1,665 Added 9.61%
18,987 $2.47 Million
Q4 2022

Feb 15, 2023
BUY
$101.96 - $137.84 $131,630 - $177,951
1,291 Added 8.05%
17,322 $2.32 Million
Q3 2022

Nov 16, 2022
BUY
$20.73 - $120.58 $72,451 - $421,427
3,495 Added 27.88%
16,031 $1.68 Million
Q2 2022

Aug 01, 2022
SELL
$112.61 - $135.91 $83,218 - $100,437
-739 Reduced 5.57%
12,536 $1.95 Million
Q1 2022

May 03, 2022
BUY
$128.3 - $168.44 $86,730 - $113,865
676 Added 5.37%
13,275 $1.81 Million
Q4 2021

Jan 21, 2022
BUY
$153.94 - $171.78 $48,798 - $54,454
317 Added 2.58%
12,599 $2 Million
Q3 2021

Oct 20, 2021
SELL
$146.97 - $166.98 $37,330 - $42,412
-254 Reduced 2.03%
12,282 $2.01 Million
Q2 2021

Jul 20, 2021
BUY
$147.37 - $166.44 $14,589 - $16,477
99 Added 0.8%
12,536 $1.95 Million
Q1 2021

Apr 06, 2021
BUY
$125.65 - $157.65 $20,732 - $26,012
165 Added 1.34%
12,437 $1.89 Million
Q4 2020

Jan 20, 2021
BUY
$96.54 - $127.07 $86,982 - $114,490
901 Added 7.92%
12,272 $1.56 Million
Q3 2020

Nov 03, 2020
BUY
$91.28 - $103.82 $70,742 - $80,460
775 Added 7.31%
11,371 $1.1 Million
Q2 2020

Jul 22, 2020
BUY
$84.03 - $113.45 $37,897 - $51,165
451 Added 4.45%
10,596 $997,000
Q1 2020

Apr 22, 2020
BUY
$79.03 - $141.09 $21,812 - $38,940
276 Added 2.8%
10,145 $913,000
Q4 2019

Apr 22, 2020
BUY
$111.82 - $139.4 $1.1 Million - $1.38 Million
9,869 New
9,869 $1.38 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

JPM Quotes by TradingView
  • 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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