A detailed history of Oak Associates LTD transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Oak Associates LTD holds 153,523 shares of JPM stock, worth $36.5 Million. This represents 2.18% of its overall portfolio holdings.

Number of Shares
153,523
Previous 154,975 0.94%
Holding current value
$36.5 Million
Previous $31.3 Million 3.23%
% of portfolio
2.18%
Previous 2.08%

Shares

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

Nov 12, 2024

SELL
$194.9 - $224.8 $282,994 - $326,409
-1,452 Reduced 0.94%
153,523 $32.4 Million
Q2 2024

Aug 08, 2024

SELL
$180.08 - $204.79 $8,823 - $10,034
-49 Reduced 0.03%
154,975 $31.3 Million
Q1 2024

May 10, 2024

BUY
$167.09 - $200.3 $167 - $200
1 Added 0.0%
155,024 $31.1 Million
Q4 2023

Feb 14, 2024

SELL
$135.69 - $170.3 $148,444 - $186,308
-1,094 Reduced 0.7%
155,023 $26.4 Million
Q3 2023

Nov 13, 2023

BUY
$143.21 - $158.0 $373,921 - $412,538
2,611 Added 1.7%
156,117 $22.6 Million
Q2 2023

Aug 11, 2023

SELL
$127.47 - $145.44 $3.2 Million - $3.65 Million
-25,070 Reduced 14.04%
153,506 $22.3 Million
Q4 2022

Feb 09, 2023

SELL
$101.96 - $137.84 $934,973 - $1.26 Million
-9,170 Reduced 4.88%
178,576 $23.9 Million
Q3 2022

Nov 09, 2022

SELL
$20.73 - $120.58 $53,006 - $308,323
-2,557 Reduced 1.34%
187,746 $19.6 Million
Q2 2022

Aug 12, 2022

SELL
$112.61 - $135.91 $2.09 Million - $2.52 Million
-18,552 Reduced 8.88%
190,303 $21.4 Million
Q1 2022

May 12, 2022

SELL
$128.3 - $168.44 $370,787 - $486,791
-2,890 Reduced 1.36%
208,855 $28.5 Million
Q4 2021

Feb 10, 2022

SELL
$153.94 - $171.78 $223,366 - $249,252
-1,451 Reduced 0.68%
211,745 $33.5 Million
Q3 2021

Nov 12, 2021

BUY
$146.97 - $166.98 $587 - $667
4 Added 0.0%
213,196 $34.9 Million
Q2 2021

Aug 09, 2021

SELL
$147.37 - $166.44 $119,222 - $134,649
-809 Reduced 0.38%
213,192 $33.2 Million
Q1 2021

May 13, 2021

BUY
$125.65 - $157.65 $7.26 Million - $9.1 Million
57,749 Added 36.96%
214,001 $32.6 Million
Q4 2020

Feb 12, 2021

BUY
$96.54 - $127.07 $13.4 Million - $17.7 Million
139,252 Added 819.13%
156,252 $19.9 Million
Q1 2020

May 15, 2020

SELL
$79.03 - $141.09 $1,975 - $3,527
-25 Reduced 0.15%
17,000 $1.53 Million
Q4 2019

Feb 13, 2020

BUY
$111.82 - $139.4 $2,795 - $3,485
25 Added 0.15%
17,025 $2.37 Million
Q1 2019

May 09, 2019

SELL
$97.11 - $107.19 $111,676 - $123,268
-1,150 Reduced 6.34%
17,000 $1.72 Million
Q3 2018

Nov 13, 2018

SELL
$103.61 - $118.63 $6.62 Million - $7.58 Million
-63,900 Reduced 77.88%
18,150 $2.05 Million
Q2 2018

Aug 14, 2018

SELL
$103.24 - $114.29 $9.39 Million - $10.4 Million
-90,975 Reduced 52.58%
82,050 $8.55 Million
Q1 2018

May 14, 2018

SELL
$107.01 - $118.77 $161,157 - $178,867
-1,506 Reduced 0.86%
173,025 $19 Million
Q4 2017

Feb 08, 2018

SELL
$95.86 - $107.83 $192,486 - $216,522
-2,008 Reduced 1.14%
174,531 $18.7 Million
Q3 2017

Nov 07, 2017

SELL
$88.42 - $95.51 $654,308 - $706,774
-7,400 Reduced 4.02%
176,539 $16.9 Million
Q2 2017

Aug 18, 2017

BUY
N/A
183,939
183,939 $16.8 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 $697B
  • 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 Oak Associates LTD Portfolio

Follow Oak Associates LTD 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 Oak Associates LTD , based on Form 13F filings with the SEC.

News

Stay updated on Oak Associates LTD with notifications on news.