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 1,415 shares of JPM stock, worth $317,908. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,415
Previous 1,415 -0.0%
Holding current value
$317,908
Previous $283,000 1.06%
% of portfolio
0.14%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $659B
  • 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
Track This Portfolio

Track Lountzis Asset Management, LLC Portfolio

Follow Lountzis Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lountzis Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lountzis Asset Management, LLC with notifications on news.