Oak Harvest Investment Services Jpmorgan Chase & CO Transaction History

Oak Harvest Investment Services

$694 Million
Q3 2024

A detailed history of Oak Harvest Investment Services transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Oak Harvest Investment Services holds 99,921 shares of JPM stock, worth $24.8 Million. This represents 3.03% of its overall portfolio holdings.

Number of Shares

99,921

Previous 91,116 9.66%

Holding current value

$24.8 Million

Previous $18.4 Million 14.28%

% of portfolio

3.03%

Previous 2.86%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$194.9 - $224.8 $1.72 Million - $1.98 Million	8,805 Added 9.66%	99,921 $21.1 Million
Q2 2024 Oct 24, 2024	BUY	$180.08 - $204.79 $552,305 - $628,090	3,067 Added 3.48%	91,116 $18.4 Million
Q2 2024 Jul 22, 2024	BUY	$180.08 - $204.79 $552,305 - $628,090	3,067 Added 3.48%	91,116 $18.4 Million
Q1 2024 Oct 24, 2024	SELL	$167.09 - $200.3 $512,465 - $614,320	-3,067 Reduced 3.37%	88,049 $17.6 Million
Q1 2024 Apr 19, 2024	BUY	$167.09 - $200.3 $634,942 - $761,140	3,800 Added 4.51%	88,049 $17.6 Million
Q4 2023 Jan 12, 2024	SELL	$135.69 - $170.3 $3.59 Million - $4.51 Million	-26,466 Reduced 23.9%	84,249 $14.3 Million
Q3 2023 Oct 25, 2023	BUY	$143.21 - $158.0 $274,247 - $302,570	1,915 Added 1.76%	110,715 $16.1 Million
Q2 2023 Jul 17, 2023	BUY	$127.47 - $145.44 $5.25 Million - $5.98 Million	41,150 Added 60.83%	108,800 $15.8 Million
Q1 2023 Apr 20, 2023	BUY	$124.91 - $143.8 $508,383 - $585,266	4,070 Added 6.4%	67,650 $8.82 Million
Q4 2022 Jan 24, 2023	SELL	$101.96 - $137.84 $278,860 - $376,992	-2,735 Reduced 4.12%	63,580 $0
Q3 2022 Oct 14, 2022	BUY	$20.73 - $120.58 $32,235 - $187,501	1,555 Added 2.4%	66,315 $6.93 Million
Q2 2022 Jul 18, 2022	BUY	$112.61 - $135.91 $330,059 - $398,352	2,931 Added 4.74%	64,760 $7.29 Million
Q1 2022 May 04, 2022	BUY	$128.3 - $168.44 $451,102 - $592,235	3,516 Added 6.03%	61,829 $8.43 Million
Q4 2021 Jan 21, 2022	BUY	$153.94 - $171.78 $14,008 - $15,631	91 Added 0.16%	58,313 $9.23 Million
Q3 2021 Oct 08, 2021	BUY	$146.97 - $166.98 $583,323 - $662,743	3,969 Added 7.32%	58,222 $9.53 Million
Q2 2021 Jul 13, 2021	BUY	$147.37 - $166.44 $211,918 - $239,340	1,438 Added 2.72%	54,253 $8.44 Million
Q1 2021 Apr 12, 2021	BUY	$125.65 - $157.65 $253,059 - $317,507	2,014 Added 3.96%	52,815 $8.04 Million
Q4 2020 Jan 15, 2021	BUY	$96.54 - $127.07 $4.9 Million - $6.46 Million	50,801 New	50,801 $6.46 Million

Others Institutions Holding JPM

# of Institutions

4,613

Shares Held

1.96B

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 $729B
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 Harvest Investment Services Jpmorgan Chase & CO Transaction History