Northern Oak Wealth Management Inc Jpmorgan Chase & CO Transaction History

Northern Oak Wealth Management Inc

  • $839 Million
  • Q1 2024

A detailed history of Northern Oak Wealth Management Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Northern Oak Wealth Management Inc holds 30,361 shares of JPM stock, worth $6.14 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
30,361
Previous 46,253 34.36%
Holding current value
$6.14 Million
Previous $7.87 Million 22.7%
% of portfolio
0.72%
Previous 0.94%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024
SELL
$167.09 - $200.3 $2.66 Million - $3.18 Million
-15,892 Reduced 34.36%
30,361 $6.08 Million
Q4 2023

Jan 11, 2024
SELL
$135.69 - $170.3 $902,881 - $1.13 Million
-6,654 Reduced 12.58%
46,253 $7.87 Million
Q3 2023

Oct 24, 2023
SELL
$143.21 - $158.0 $1.29 Million - $1.42 Million
-8,991 Reduced 14.53%
52,907 $7.67 Million
Q2 2023

Jul 31, 2023
SELL
$127.47 - $145.44 $1.2 Million - $1.37 Million
-9,388 Reduced 13.17%
61,898 $9 Million
Q1 2023

May 09, 2023
BUY
$124.91 - $143.8 $260,062 - $299,391
2,082 Added 3.01%
71,286 $9.29 Million
Q4 2022

Feb 13, 2023
SELL
$101.96 - $137.84 $176,390 - $238,463
-1,730 Reduced 2.44%
69,204 $9.28 Million
Q3 2022

Nov 14, 2022
SELL
$20.73 - $120.58 $17,972 - $104,542
-867 Reduced 1.21%
70,934 $7.41 Million
Q2 2022

Aug 16, 2022
BUY
$112.61 - $135.91 $63,061 - $76,109
560 Added 0.79%
71,801 $8.09 Million
Q1 2022

May 24, 2022
SELL
$128.3 - $168.44 $297,784 - $390,949
-2,321 Reduced 3.16%
71,241 $9.71 Million
Q4 2021

Feb 16, 2022
BUY
$153.94 - $171.78 $59,266 - $66,135
385 Added 0.53%
73,562 $11.6 Million
Q3 2021

Nov 15, 2021
SELL
$146.97 - $166.98 $42,474 - $48,257
-289 Reduced 0.39%
73,177 $12 Million
Q2 2021

Aug 17, 2021
SELL
$147.37 - $166.44 $138,822 - $156,786
-942 Reduced 1.27%
73,466 $11.4 Million
Q1 2021

May 14, 2021
SELL
$125.65 - $157.65 $1.01 Million - $1.27 Million
-8,065 Reduced 9.78%
74,408 $11.3 Million
Q4 2020

Feb 16, 2021
SELL
$96.54 - $127.07 $168,462 - $221,737
-1,745 Reduced 2.07%
82,473 $10.5 Million
Q3 2020

Nov 16, 2020
BUY
$91.28 - $103.82 $94,748 - $107,765
1,038 Added 1.25%
84,218 $8.11 Million
Q2 2020

Aug 17, 2020
BUY
$84.03 - $113.45 $575,689 - $777,245
6,851 Added 8.98%
83,180 $7.82 Million
Q1 2020

May 15, 2020
SELL
$79.03 - $141.09 $1.73 Million - $3.08 Million
-21,852 Reduced 22.26%
76,329 $6.87 Million
Q4 2019

Jan 27, 2020
SELL
$111.82 - $139.4 $1.57 Million - $1.96 Million
-14,048 Reduced 12.52%
98,181 $13.7 Million
Q3 2019

Oct 31, 2019
SELL
$104.8 - $120.23 $213,372 - $244,788
-2,036 Reduced 1.78%
112,229 $13.2 Million
Q2 2019

Jul 30, 2019
SELL
$104.64 - $116.12 $226,336 - $251,167
-2,163 Reduced 1.86%
114,265 $0
Q1 2019

Apr 24, 2019
SELL
$97.11 - $107.19 $195,579 - $215,880
-2,014 Reduced 1.7%
116,428 $0
Q4 2018

Feb 14, 2019
BUY
$92.14 - $115.32 $42,015 - $52,585
456 Added 0.39%
118,442 $11.6 Million
Q3 2018

Nov 15, 2018
BUY
$103.61 - $118.63 $479,817 - $549,375
4,631 Added 4.09%
117,986 $0
Q2 2018

Aug 13, 2018
BUY
$103.24 - $114.29 $90,644 - $100,346
878 Added 0.78%
113,355 $0
Q1 2018

May 11, 2018
SELL
$107.01 - $118.77 $349,815 - $388,259
-3,269 Reduced 2.82%
112,477 $0
Q4 2017

Feb 16, 2018
SELL
$95.86 - $107.83 $10.8 Million - $12.1 Million
-112,590 Closed
0 $0
Q3 2017

Nov 15, 2017
BUY
$88.42 - $95.51 $9.96 Million - $10.8 Million
112,590
112,590 $0

Others Institutions Holding JPM

# of Institutions
4,418
Shares Held
1.98B
Call Options Held
35.5M
Put Options Held
32.6M
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 $593B
  • 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 Northern Oak Wealth Management Inc Portfolio

Follow Northern Oak Wealth Management Inc 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 Northern Oak Wealth Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Northern Oak Wealth Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email