Oak Associates LTD Jpmorgan Chase & CO Transaction History

Oak Associates LTD

$1.43 Billion
Q4 2024

A detailed history of Oak Associates LTD transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Oak Associates LTD holds 146,416 shares of JPM stock, worth $40.5 Million. This represents 2.46% of its overall portfolio holdings.

Number of Shares

146,416

Previous 153,523 4.63%

Holding current value

$40.5 Million

Previous $32.4 Million 8.46%

% of portfolio

2.46%

Previous 2.18%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$205.18 - $250.29 $1.46 Million - $1.78 Million	-7,107 Reduced 4.63%	146,416 $35.1 Million
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

# of Institutions

5,015

Shares Held

2.01B

Call Options Held

29.3M

Put Options Held

34.1M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $811B
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 ...

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Oak Associates LTD Jpmorgan Chase & CO Transaction History