A detailed history of Lindenwold Advisors transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Lindenwold Advisors holds 12,160 shares of JPM stock, worth $2.96 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares
12,160
Previous 12,078 0.68%
Holding current value
$2.96 Million
Previous $2.44 Million 4.95%
% of portfolio
1.29%
Previous 1.31%

Shares

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

Nov 07, 2024

BUY
$194.9 - $224.8 $15,981 - $18,433
82 Added 0.68%
12,160 $2.56 Million
Q2 2024

Aug 13, 2024

SELL
$180.08 - $204.79 $5,402 - $6,143
-30 Reduced 0.25%
12,078 $2.44 Million
Q1 2024

May 09, 2024

SELL
$167.09 - $200.3 $33,418 - $40,060
-200 Reduced 1.62%
12,108 $2.43 Million
Q4 2023

Feb 08, 2024

SELL
$135.69 - $170.3 $13,433 - $16,859
-99 Reduced 0.8%
12,308 $2.09 Million
Q3 2023

Oct 19, 2023

SELL
$143.21 - $158.0 $12,888 - $14,220
-90 Reduced 0.72%
12,407 $1.8 Million
Q2 2023

Aug 07, 2023

SELL
$127.47 - $145.44 $216,061 - $246,520
-1,695 Reduced 11.94%
12,497 $1.82 Million
Q1 2023

May 05, 2023

BUY
$124.91 - $143.8 $37,972 - $43,715
304 Added 2.19%
14,192 $1.85 Million
Q4 2022

Feb 13, 2023

SELL
$101.96 - $137.84 $3,466 - $4,686
-34 Reduced 0.24%
13,888 $1.86 Million
Q3 2022

Oct 28, 2022

BUY
$20.73 - $120.58 $2,798 - $16,278
135 Added 0.98%
13,922 $1.46 Million
Q2 2022

Aug 05, 2022

BUY
$112.61 - $135.91 $24,548 - $29,628
218 Added 1.61%
13,787 $1.55 Million
Q1 2022

May 09, 2022

SELL
$128.3 - $168.44 $136,639 - $179,388
-1,065 Reduced 7.28%
13,569 $1.85 Million
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $2.25 Million - $2.51 Million
14,634 New
14,634 $2.32 Million

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 $713B
  • 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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