Lionsbridge Wealth Management LLC Jpmorgan Chase & CO Transaction History

Lionsbridge Wealth Management LLC

  • $114 Million
  • Q3 2024

A detailed history of Lionsbridge Wealth Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Lionsbridge Wealth Management LLC holds 6,745 shares of JPM stock, worth $1.63 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares
6,745
Previous 7,006 3.73%
Holding current value
$1.63 Million
Previous $1.42 Million 0.28%
% of portfolio
1.25%
Previous 1.19%

Shares

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

Nov 01, 2024
SELL
$194.9 - $224.8 $50,868 - $58,672
-261 Reduced 3.73%
6,745 $1.42 Million
Q2 2024

Jul 15, 2024
SELL
$180.08 - $204.79 $4,502 - $5,119
-25 Reduced 0.36%
7,006 $1.42 Million
Q1 2024

May 02, 2024
SELL
$167.09 - $200.3 $36,425 - $43,665
-218 Reduced 3.01%
7,031 $1.41 Million
Q4 2023

Jan 12, 2024
SELL
$135.69 - $170.3 $24,017 - $30,143
-177 Reduced 2.38%
7,249 $1.23 Million
Q3 2023

Oct 17, 2023
SELL
$143.21 - $158.0 $859 - $948
-6 Reduced 0.08%
7,426 $1.08 Million
Q2 2023

Jul 31, 2023
SELL
$127.47 - $145.44 $35,181 - $40,141
-276 Reduced 3.58%
7,432 $1.08 Million
Q1 2023

May 08, 2023
SELL
$124.91 - $143.8 $74,446 - $85,704
-596 Reduced 7.18%
7,708 $1 Million
Q4 2022

Feb 06, 2023
BUY
$101.96 - $137.84 $9,074 - $12,267
89 Added 1.08%
8,304 $1.11 Million
Q3 2022

Nov 14, 2022
SELL
$20.73 - $120.58 $9,971 - $57,998
-481 Reduced 5.53%
8,215 $858,000
Q2 2022

Nov 17, 2022
SELL
$112.61 - $135.91 $2,927 - $3,533
-26 Reduced 0.32%
8,189 $922,000
Q1 2022

May 16, 2022
SELL
$128.3 - $168.44 $42,723 - $56,090
-333 Reduced 3.69%
8,696 $1.19 Million
Q4 2021

Feb 08, 2022
SELL
$153.94 - $171.78 $25,554 - $28,515
-166 Reduced 1.81%
9,029 $1.43 Million
Q3 2021

Oct 26, 2021
SELL
$146.97 - $166.98 $18,518 - $21,039
-126 Reduced 1.35%
9,195 $1.51 Million
Q2 2021

Jul 29, 2021
SELL
$147.37 - $166.44 $135,138 - $152,625
-917 Reduced 8.96%
9,321 $1.45 Million
Q1 2021

May 04, 2021
BUY
$125.65 - $157.65 $29,653 - $37,205
236 Added 2.36%
10,238 $1.56 Million
Q4 2020

Feb 08, 2021
BUY
$96.54 - $127.07 $28,865 - $37,993
299 Added 3.08%
10,002 $1.27 Million
Q3 2020

Oct 22, 2020
BUY
$91.28 - $103.82 $14,057 - $15,988
154 Added 1.61%
9,703 $934,000
Q2 2020

Aug 03, 2020
BUY
$84.03 - $113.45 $11,848 - $15,996
141 Added 1.5%
9,549 $898,000
Q1 2020

Apr 29, 2020
SELL
$79.03 - $141.09 $5,136 - $9,170
-65 Reduced 0.69%
9,408 $847,000
Q4 2019

Feb 18, 2020
BUY
$111.82 - $139.4 $1.06 Million - $1.32 Million
9,473 New
9,473 $1.31 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 $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 ...
More about JPM
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