A detailed history of Live Oak Investment Partners transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Live Oak Investment Partners holds 3,290 shares of JPM stock, worth $686,590. This represents 0.51% of its overall portfolio holdings.

Number of Shares
3,290
Previous 3,302 0.36%
Holding current value
$686,590
Previous $478,000 16.95%
% of portfolio
0.51%
Previous 0.41%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024

SELL
$135.69 - $170.3 $1,628 - $2,043
-12 Reduced 0.36%
3,290 $559,000
Q3 2023

Oct 31, 2023

SELL
$143.21 - $158.0 $49,837 - $54,984
-348 Reduced 9.53%
3,302 $478,000
Q4 2022

Feb 15, 2023

BUY
$101.96 - $137.84 $372,154 - $503,116
3,650 New
3,650 $489,000

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 $612B
  • 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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