A detailed history of Lorne Steinberg Wealth Management Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Lorne Steinberg Wealth Management Inc. holds 39,021 shares of JPM stock, worth $9.46 Million. This represents 2.55% of its overall portfolio holdings.

Number of Shares
39,021
Previous 39,041 0.05%
Holding current value
$9.46 Million
Previous $7.9 Million 4.15%
% of portfolio
2.55%
Previous 2.67%

Shares

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

Oct 24, 2024

SELL
$194.9 - $224.8 $3,898 - $4,496
-20 Reduced 0.05%
39,021 $8.22 Million
Q2 2024

Jul 18, 2024

BUY
$180.08 - $204.79 $1,800 - $2,047
10 Added 0.03%
39,041 $7.9 Million
Q1 2024

May 02, 2024

BUY
$167.09 - $200.3 $13,701 - $16,424
82 Added 0.21%
39,031 $7.82 Million
Q4 2023

Feb 01, 2024

SELL
$135.69 - $170.3 $36,636 - $45,981
-270 Reduced 0.69%
38,949 $6.63 Million
Q3 2023

Oct 31, 2023

SELL
$143.21 - $158.0 $51,555 - $56,880
-360 Reduced 0.91%
39,219 $5.69 Million
Q2 2023

Jul 14, 2023

SELL
$127.47 - $145.44 $7,010 - $7,999
-55 Reduced 0.14%
39,579 $5.76 Million
Q1 2023

Apr 26, 2023

BUY
$124.91 - $143.8 $1.65 Million - $1.9 Million
13,190 Added 49.88%
39,634 $5.16 Million
Q4 2022

Feb 10, 2023

BUY
$101.96 - $137.84 $37,623 - $50,862
369 Added 1.42%
26,444 $3.55 Million
Q3 2022

Nov 09, 2022

BUY
$20.73 - $120.58 $449,550 - $2.61 Million
21,686 Added 494.1%
26,075 $2.73 Million
Q2 2022

Aug 10, 2022

SELL
$112.61 - $135.91 $67,566 - $81,546
-600 Reduced 12.03%
4,389 $494,000
Q1 2022

May 10, 2022

BUY
$128.3 - $168.44 $28,867 - $37,899
225 Added 4.72%
4,989 $680,000
Q4 2021

Feb 14, 2022

SELL
$153.94 - $171.78 $3,232 - $3,607
-21 Reduced 0.44%
4,764 $754,000
Q3 2021

Nov 09, 2021

SELL
$146.97 - $166.98 $18,371 - $20,872
-125 Reduced 2.55%
4,785 $783,000
Q2 2021

Jul 20, 2021

BUY
$147.37 - $166.44 $35,368 - $39,945
240 Added 5.14%
4,910 $764,000
Q1 2021

May 03, 2021

SELL
$125.65 - $157.65 $12,565 - $15,765
-100 Reduced 2.1%
4,670 $711,000
Q4 2020

Mar 17, 2021

BUY
$96.54 - $127.07 $460,495 - $606,123
4,770 New
4,770 $606,000

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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