A detailed history of Lountzis Asset Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Lountzis Asset Management, LLC holds 1,367 shares of JPM stock, worth $331,237. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,367
Previous 1,415 3.39%
Holding current value
$331,237
Previous $286,000 0.7%
% of portfolio
0.12%
Previous 0.14%

Shares

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

Nov 04, 2024

SELL
$194.9 - $224.8 $9,355 - $10,790
-48 Reduced 3.39%
1,367 $288,000
Q4 2023

Jan 19, 2024

BUY
$135.69 - $170.3 $192,001 - $240,974
1,415 New
1,415 $240,000
Q2 2023

Aug 15, 2023

BUY
$127.47 - $145.44 $170,809 - $194,889
1,340 New
1,340 $207,000
Q4 2021

Jan 26, 2022

SELL
$153.94 - $171.78 $161,637 - $180,369
-1,050 Closed
0 $0
Q1 2021

Apr 20, 2021

SELL
$125.65 - $157.65 $131,932 - $165,532
-1,050 Closed
0 $0
Q2 2020

Aug 14, 2020

BUY
$84.03 - $113.45 $88,231 - $119,122
1,050 New
1,050 $99,000

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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