A detailed history of Lyell Wealth Management, LP transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Lyell Wealth Management, LP holds 89,875 shares of JPM stock, worth $21.8 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares
89,875
Previous 88,389 1.68%
Holding current value
$21.8 Million
Previous $17.9 Million 5.96%
% of portfolio
1.74%
Previous 1.71%

Shares

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

Oct 23, 2024

BUY
$194.9 - $224.8 $289,621 - $334,052
1,486 Added 1.68%
89,875 $18.9 Million
Q2 2024

Aug 08, 2024

BUY
$180.08 - $204.79 $361,600 - $411,218
2,008 Added 2.32%
88,389 $17.9 Million
Q1 2024

May 03, 2024

SELL
$167.09 - $200.3 $17,043 - $20,430
-102 Reduced 0.12%
86,381 $17.3 Million
Q4 2023

Feb 02, 2024

BUY
$135.69 - $170.3 $119,407 - $149,864
880 Added 1.03%
86,483 $14.7 Million
Q3 2023

Oct 31, 2023

SELL
$143.21 - $158.0 $195,624 - $215,828
-1,366 Reduced 1.57%
85,603 $12.4 Million
Q2 2023

Aug 04, 2023

BUY
$127.47 - $145.44 $144,933 - $165,365
1,137 Added 1.32%
86,969 $12.6 Million
Q1 2023

May 03, 2023

SELL
$124.91 - $143.8 $243,074 - $279,834
-1,946 Reduced 2.22%
85,832 $11.2 Million
Q4 2022

Jan 24, 2023

BUY
$101.96 - $137.84 $141,418 - $191,184
1,387 Added 1.61%
87,778 $0
Q3 2022

Oct 24, 2022

BUY
$20.73 - $120.58 $40,547 - $235,854
1,956 Added 2.32%
86,391 $9.03 Million
Q2 2022

Jul 28, 2022

SELL
$112.61 - $135.91 $57,093 - $68,906
-507 Reduced 0.6%
84,435 $9.51 Million
Q1 2022

May 04, 2022

SELL
$128.3 - $168.44 $84,036 - $110,328
-655 Reduced 0.77%
84,942 $11.6 Million
Q4 2021

Feb 08, 2022

BUY
$153.94 - $171.78 $226,445 - $252,688
1,471 Added 1.75%
85,597 $13.6 Million
Q3 2021

Nov 10, 2021

BUY
$146.97 - $166.98 $52,321 - $59,444
356 Added 0.42%
84,126 $13.8 Million
Q2 2021

Aug 09, 2021

BUY
$147.37 - $166.44 $498,847 - $563,399
3,385 Added 4.21%
83,770 $13 Million
Q1 2021

May 07, 2021

BUY
$125.65 - $157.65 $920,511 - $1.15 Million
7,326 Added 10.03%
80,385 $12.2 Million
Q4 2020

Feb 04, 2021

BUY
$96.54 - $127.07 $298,212 - $392,519
3,089 Added 4.41%
73,059 $9.28 Million
Q3 2020

Nov 04, 2020

SELL
$91.28 - $103.82 $36,603 - $41,631
-401 Reduced 0.57%
69,970 $6.74 Million
Q2 2020

Jul 30, 2020

BUY
$84.03 - $113.45 $401,327 - $541,837
4,776 Added 7.28%
70,371 $6.62 Million
Q1 2020

May 11, 2020

BUY
$79.03 - $141.09 $161,379 - $288,105
2,042 Added 3.21%
65,595 $5.91 Million
Q4 2019

Feb 05, 2020

BUY
$111.82 - $139.4 $213,799 - $266,532
1,912 Added 3.1%
63,553 $8.86 Million
Q3 2019

Nov 06, 2019

BUY
$104.8 - $120.23 $184,133 - $211,244
1,757 Added 2.93%
61,641 $7.26 Million
Q2 2019

Aug 01, 2019

BUY
$104.64 - $116.12 $122,742 - $136,208
1,173 Added 2.0%
59,884 $6.7 Million
Q1 2019

May 06, 2019

BUY
$97.11 - $107.19 $157,803 - $174,183
1,625 Added 2.85%
58,711 $5.94 Million
Q4 2018

Feb 11, 2019

BUY
$92.14 - $115.32 $64,958 - $81,300
705 Added 1.25%
57,086 $5.57 Million
Q3 2018

Oct 30, 2018

SELL
$103.61 - $118.63 $27,145 - $31,081
-262 Reduced 0.46%
56,381 $6.36 Million
Q2 2018

Jul 30, 2018

BUY
$103.24 - $114.29 $19,615 - $21,715
190 Added 0.34%
56,643 $5.9 Million
Q1 2018

May 07, 2018

BUY
$107.01 - $118.77 $40,235 - $44,657
376 Added 0.67%
56,453 $6.21 Million
Q4 2017

Jan 30, 2018

BUY
$95.86 - $107.83 $2,875 - $3,234
30 Added 0.05%
56,077 $6 Million
Q3 2017

Oct 26, 2017

BUY
$88.42 - $95.51 $4.96 Million - $5.35 Million
56,047
56,047 $5.35 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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