Oak Family Advisors, LLC Jpmorgan Chase & CO Transaction History

Oak Family Advisors, LLC

$318 Million
Q3 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 18,433 shares of JPM stock, worth $4.39 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares

18,433

Previous 18,390 0.23%

Holding current value

$4.39 Million

Previous $3.72 Million 4.46%

% of portfolio

1.22%

Previous 1.3%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$194.9 - $224.8 $8,380 - $9,666	43 Added 0.23%	18,433 $3.89 Million
Q2 2024 Jul 23, 2024	BUY	$180.08 - $204.79 $9,544 - $10,853	53 Added 0.29%	18,390 $3.72 Million
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

4,616

Shares Held

1.95B

Call Options Held

29.8M

Put Options Held

35.7M

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 $699B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Oak Family Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oak Family Advisors, LLC with notifications on news.

Account

Oak Family Advisors, LLC Jpmorgan Chase & CO Transaction History