A detailed history of Oak Hill Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Oak Hill Wealth Advisors, LLC holds 11,231 shares of JPM stock, worth $2.79 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
11,231
Previous 11,481 2.18%
Holding current value
$2.79 Million
Previous $2.32 Billion 1.98%
% of portfolio
0.58%
Previous 0.7%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024

BUY
$180.08 - $204.79 $2.07 Million - $2.35 Million
11,481 New
11,481 $2.32 Billion
Q4 2023

Feb 07, 2024

SELL
$135.69 - $170.3 $648,055 - $813,352
-4,776 Reduced 29.11%
11,628 $1.98 Billion
Q3 2023

Apr 02, 2024

BUY
$143.21 - $158.0 $9,165 - $10,112
64 Added 0.55%
11,625 $1.69 Billion
Q3 2023

Nov 02, 2023

BUY
$143.21 - $158.0 $9,451 - $10,428
66 Added 0.4%
16,404 $2.38 Billion
Q2 2023

Apr 02, 2024

BUY
$127.47 - $145.44 $382 - $436
3 Added 0.03%
11,561 $1.68 Billion
Q2 2023

Jul 25, 2023

BUY
$127.47 - $145.44 $504,271 - $575,360
3,956 Added 31.95%
16,338 $2.38 Billion
Q1 2023

Apr 02, 2024

SELL
$124.91 - $143.8 $37,098 - $42,708
-297 Reduced 2.51%
11,558 $1.51 Billion
Q1 2023

May 10, 2023

SELL
$124.91 - $143.8 $36,848 - $42,421
-295 Reduced 2.33%
12,382 $1.61 Billion
Q4 2022

Apr 02, 2024

BUY
$101.96 - $137.84 $23,144 - $31,289
227 Added 1.95%
11,855 $1.59 Billion
Q4 2022

Feb 14, 2023

BUY
$101.96 - $137.84 $1.29 Million - $1.75 Million
12,677 New
12,677 $1.7 Billion

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 $729B
  • 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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