A detailed history of Great Oak Capital Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Great Oak Capital Partners, LLC holds 4,468 shares of JPM stock, worth $981,977. This represents 0.33% of its overall portfolio holdings.

Number of Shares
4,468
Previous 4,468 -0.0%
Holding current value
$981,977
Previous $920 Million 2.63%
% of portfolio
0.33%
Previous 0.35%

Shares

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

Aug 13, 2024

SELL
$180.08 - $204.79 $9,184 - $10,444
-51 Reduced 1.13%
4,468 $920 Million
Q1 2024

Apr 15, 2024

SELL
$167.09 - $200.3 $12,364 - $14,822
-74 Reduced 1.61%
4,519 $905 Million
Q4 2023

Feb 26, 2024

BUY
$135.69 - $170.3 $623,224 - $782,187
4,593 New
4,593 $781 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 $645B
  • 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 Great Oak Capital Partners, LLC Portfolio

Follow Great Oak Capital Partners, 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 Great Oak Capital Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Great Oak Capital Partners, LLC with notifications on news.