A detailed history of Lvw Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Lvw Advisors, LLC holds 29,665 shares of JPM stock, worth $7.19 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
29,665
Previous 30,681 3.31%
Holding current value
$7.19 Million
Previous $6.21 Million 0.76%
% of portfolio
0.81%
Previous 0.92%

Shares

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

Oct 09, 2024

SELL
$194.9 - $224.8 $198,018 - $228,396
-1,016 Reduced 3.31%
29,665 $6.25 Million
Q2 2024

Jul 15, 2024

BUY
$180.08 - $204.79 $51,502 - $58,569
286 Added 0.94%
30,681 $6.21 Million
Q1 2024

Apr 17, 2024

SELL
$167.09 - $200.3 $234,761 - $281,421
-1,405 Reduced 4.42%
30,395 $6.09 Million
Q4 2023

Jan 12, 2024

SELL
$135.69 - $170.3 $491,469 - $616,826
-3,622 Reduced 10.23%
31,800 $5.41 Million
Q3 2023

Oct 10, 2023

SELL
$143.21 - $158.0 $656,761 - $724,588
-4,586 Reduced 11.46%
35,422 $5.14 Million
Q2 2023

Jul 14, 2023

SELL
$127.47 - $145.44 $818,357 - $933,724
-6,420 Reduced 13.83%
40,008 $5.82 Million
Q1 2023

May 02, 2023

SELL
$124.91 - $143.8 $10,492 - $12,079
-84 Reduced 0.18%
46,428 $6.05 Million
Q4 2022

Jan 18, 2023

BUY
$101.96 - $137.84 $85,340 - $115,372
837 Added 1.83%
46,512 $0
Q3 2022

Oct 13, 2022

BUY
$20.73 - $120.58 $41,646 - $242,245
2,009 Added 4.6%
45,675 $4.77 Million
Q2 2022

Jul 22, 2022

BUY
$112.61 - $135.91 $148,645 - $179,401
1,320 Added 3.12%
43,666 $4.92 Million
Q1 2022

May 02, 2022

BUY
$128.3 - $168.44 $85,447 - $112,181
666 Added 1.6%
42,346 $5.77 Million
Q4 2021

Jan 26, 2022

SELL
$153.94 - $171.78 $230,294 - $256,982
-1,496 Reduced 3.46%
41,680 $6.6 Million
Q3 2021

Nov 02, 2021

BUY
$146.97 - $166.98 $323,040 - $367,022
2,198 Added 5.36%
43,176 $7.07 Million
Q2 2021

Jul 15, 2021

BUY
$147.37 - $166.44 $30,358 - $34,286
206 Added 0.51%
40,978 $6.37 Million
Q1 2021

Apr 19, 2021

SELL
$125.65 - $157.65 $327,695 - $411,151
-2,608 Reduced 6.01%
40,772 $6.21 Million
Q4 2020

Feb 04, 2021

BUY
$96.54 - $127.07 $11,295 - $14,867
117 Added 0.27%
43,380 $5.51 Million
Q3 2020

Oct 29, 2020

SELL
$91.28 - $103.82 $50,112 - $56,997
-549 Reduced 1.25%
43,263 $4.17 Million
Q2 2020

Aug 11, 2020

BUY
$84.03 - $113.45 $245,535 - $331,500
2,922 Added 7.15%
43,812 $4.12 Million
Q1 2020

Apr 23, 2020

BUY
$79.03 - $141.09 $694,515 - $1.24 Million
8,788 Added 27.38%
40,890 $3.68 Million
Q4 2019

Feb 10, 2020

SELL
$111.82 - $139.4 $399,868 - $498,494
-3,576 Reduced 10.02%
32,102 $4.48 Million
Q3 2019

Oct 22, 2019

SELL
$104.8 - $120.23 $30,287 - $34,746
-289 Reduced 0.8%
35,678 $4.2 Million
Q2 2019

Aug 14, 2019

BUY
$104.64 - $116.12 $170,144 - $188,811
1,626 Added 4.73%
35,967 $4.02 Million
Q1 2019

May 03, 2019

SELL
$97.11 - $107.19 $34,765 - $38,374
-358 Reduced 1.03%
34,341 $3.48 Million
Q4 2018

Feb 05, 2019

BUY
$92.14 - $115.32 $233,667 - $292,451
2,536 Added 7.88%
34,699 $3.39 Million
Q3 2018

Nov 02, 2018

BUY
$103.61 - $118.63 $7,356 - $8,422
71 Added 0.22%
32,163 $3.63 Million
Q2 2018

Jul 31, 2018

SELL
$103.24 - $114.29 $106,543 - $117,947
-1,032 Reduced 3.12%
32,092 $3.34 Million
Q1 2018

Apr 20, 2018

SELL
$107.01 - $118.77 $225,470 - $250,248
-2,107 Reduced 5.98%
33,124 $3.64 Million
Q4 2017

Feb 12, 2018

SELL
$95.86 - $107.83 $770,810 - $867,061
-8,041 Reduced 18.58%
35,231 $3.77 Million
Q3 2017

Nov 09, 2017

SELL
$88.42 - $95.51 $105,485 - $113,943
-1,193 Reduced 2.68%
43,272 $4.13 Million
Q2 2017

Aug 10, 2017

BUY
N/A
44,465
44,465 $4.06 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 $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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