Live Oak Private Wealth LLC Jpmorgan Chase & CO Transaction History

Live Oak Private Wealth LLC

  • $593 Million
  • Q3 2024

A detailed history of Live Oak Private Wealth LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Live Oak Private Wealth LLC holds 53,216 shares of JPM stock, worth $13 Million. This represents 1.89% of its overall portfolio holdings.

Number of Shares
53,216
Previous 62,266 14.53%
Holding current value
$13 Million
Previous $12.6 Million 10.93%
% of portfolio
1.89%
Previous 2.22%

Shares

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

Oct 22, 2024
SELL
$194.9 - $224.8 $1.76 Million - $2.03 Million
-9,050 Reduced 14.53%
53,216 $11.2 Million
Q2 2024

Jul 17, 2024
SELL
$180.08 - $204.79 $212,314 - $241,447
-1,179 Reduced 1.86%
62,266 $12.6 Million
Q1 2024

Apr 23, 2024
SELL
$167.09 - $200.3 $131,332 - $157,435
-786 Reduced 1.22%
63,445 $12.7 Million
Q4 2023

Jan 29, 2024
BUY
$135.69 - $170.3 $47,355 - $59,434
349 Added 0.55%
64,231 $10.9 Million
Q3 2023

Oct 23, 2023
SELL
$143.21 - $158.0 $32,795 - $36,182
-229 Reduced 0.36%
63,882 $9.26 Million
Q2 2023

Aug 07, 2023
BUY
$127.47 - $145.44 $26,131 - $29,815
205 Added 0.32%
64,111 $9.32 Million
Q1 2023

May 08, 2023
BUY
$124.91 - $143.8 $486,774 - $560,388
3,897 Added 6.49%
63,906 $8.33 Million
Q4 2022

Feb 10, 2023
BUY
$101.96 - $137.84 $89,520 - $121,023
878 Added 1.48%
60,009 $8.05 Million
Q3 2022

Oct 25, 2022
BUY
$20.73 - $120.58 $38,827 - $225,846
1,873 Added 3.27%
59,131 $6.18 Million
Q2 2022

Jul 27, 2022
BUY
$112.61 - $135.91 $309,227 - $373,208
2,746 Added 5.04%
57,258 $6.45 Million
Q1 2022

Apr 21, 2022
BUY
$128.3 - $168.44 $667,673 - $876,561
5,204 Added 10.55%
54,512 $7.43 Million
Q4 2021

Feb 08, 2022
BUY
$153.94 - $171.78 $54,032 - $60,294
351 Added 0.72%
49,308 $7.81 Million
Q3 2021

Oct 29, 2021
BUY
$146.97 - $166.98 $910,185 - $1.03 Million
6,193 Added 14.48%
48,957 $8.01 Million
Q2 2021

Aug 02, 2021
BUY
$147.37 - $166.44 $186,865 - $211,045
1,268 Added 3.06%
42,764 $6.65 Million
Q1 2021

May 11, 2021
BUY
$125.65 - $157.65 $242,881 - $304,737
1,933 Added 4.89%
41,496 $6.32 Million
Q4 2020

Jan 26, 2021
BUY
$96.54 - $127.07 $166,434 - $219,068
1,724 Added 4.56%
39,563 $5.03 Million
Q3 2020

Nov 09, 2020
BUY
$91.28 - $103.82 $89,728 - $102,055
983 Added 2.67%
37,839 $3.64 Million
Q2 2020

Aug 03, 2020
BUY
$84.03 - $113.45 $2.41 Million - $3.25 Million
28,623 Added 347.66%
36,856 $3.47 Million
Q1 2020

May 11, 2020
BUY
$79.03 - $141.09 $78,002 - $139,255
987 Added 13.62%
8,233 $741,000
Q4 2019

Feb 13, 2020
BUY
$111.82 - $139.4 $810,247 - $1.01 Million
7,246 New
7,246 $1.01 Million

Others Institutions Holding JPM

# of Institutions
4,613
Shares Held
1.96B
Call Options Held
29.8M
Put Options Held
35.7M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $718B
  • 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 Live Oak Private Wealth LLC Portfolio

Follow Live Oak Private Wealth 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 Live Oak Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Live Oak Private Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email