Oak Family Advisors, LLC Jpmorgan Chase & CO Transaction History

Oak Family Advisors, LLC

$255 Million
Q1 2024

A detailed history of Oak Family Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Oak Family Advisors, LLC holds 18,337 shares of JPM stock, worth $3.83 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares

18,337

Previous 18,473 0.74%

Holding current value

$3.83 Million

Previous $3.14 Million 16.87%

% of portfolio

1.44%

Previous 1.35%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 24, 2024	SELL	$167.09 - $200.3 $22,724 - $27,240	-136 Reduced 0.74%	18,337 $3.67 Million
Q4 2023 Jan 30, 2024	BUY	$135.69 - $170.3 $233,251 - $292,745	1,719 Added 10.26%	18,473 $3.14 Million
Q3 2023 Oct 20, 2023	BUY	$143.21 - $158.0 $205,219 - $226,414	1,433 Added 9.35%	16,754 $2.43 Million
Q2 2023 Aug 02, 2023	BUY	$127.47 - $145.44 $49,968 - $57,012	392 Added 2.63%	15,321 $2.23 Million
Q1 2023 May 01, 2023	SELL	$124.91 - $143.8 $138,899 - $159,905	-1,112 Reduced 6.93%	14,929 $1.95 Million

Q4 2022 Jan 27, 2023	BUY	$101.96 - $137.84 $276,107 - $373,270	2,708 Added 20.31%	16,041 $0
Q3 2022 Nov 10, 2022	BUY	$20.73 - $120.58 $168,203 - $978,386	8,114 Added 155.47%	13,333 $1.39 Million
Q2 2022 Jul 29, 2022	BUY	$112.61 - $135.91 $225 - $271	2 Added 0.04%	5,219 $588,000
Q1 2022 May 03, 2022	BUY	$128.3 - $168.44 $128 - $168	1 Added 0.02%	5,217 $711,000
Q4 2021 Feb 02, 2022	BUY	$153.94 - $171.78 $323,427 - $360,909	2,101 Added 67.45%	5,216 $826,000
Q3 2021 Nov 10, 2021	BUY	$146.97 - $166.98 $146 - $166	1 Added 0.03%	3,115 $510,000
Q2 2021 Jul 29, 2021	BUY	$147.37 - $166.44 $147 - $166	1 Added 0.03%	3,114 $484,000
Q1 2021 May 05, 2021	BUY	$125.65 - $157.65 $34,302 - $43,038	273 Added 9.61%	3,113 $473,000
Q4 2020 Feb 12, 2021	BUY	$96.54 - $127.07 $274,173 - $360,878	2,840 New	2,840 $360,000

Others Institutions Holding JPM

# of Institutions

4,422

Shares Held

1.98B

Call Options Held

35.5M

Put Options Held

32.6M

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 $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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Oak Family Advisors, LLC Jpmorgan Chase & CO Transaction History