Oak Ridge Investments LLC Jpmorgan Chase & CO Transaction History

Oak Ridge Investments LLC

  • $1.15 Billion
  • Q3 2024

A detailed history of Oak Ridge Investments LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Oak Ridge Investments LLC holds 1,396 shares of JPM stock, worth $348,706. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,396
Previous 1,340 4.18%
Holding current value
$348,706
Previous $271,000 8.49%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 28, 2024
BUY
$194.9 - $224.8 $10,914 - $12,588
56 Added 4.18%
1,396 $294,000
Q2 2024

Jul 16, 2024
BUY
$180.08 - $204.79 $45,560 - $51,811
253 Added 23.28%
1,340 $271,000
Q1 2024

May 01, 2024
SELL
$167.09 - $200.3 $80,036 - $95,943
-479 Reduced 30.59%
1,087 $217,000
Q4 2023

Jan 16, 2024
BUY
$135.69 - $170.3 $212,490 - $266,689
1,566 New
1,566 $266,000
Q2 2023

Aug 07, 2023
SELL
$127.47 - $145.44 $16,061 - $18,325
-126 Reduced 7.64%
1,524 $221,000
Q1 2023

Apr 14, 2023
SELL
$124.91 - $143.8 $30,977 - $35,662
-248 Reduced 13.07%
1,650 $215,000
Q4 2022

Jan 24, 2023
BUY
$101.96 - $137.84 $193,520 - $261,620
1,898 New
1,898 $0
Q2 2022

Jul 28, 2022
SELL
$112.61 - $135.91 $207,427 - $250,346
-1,842 Closed
0 $0
Q1 2022

Apr 22, 2022
SELL
$128.3 - $168.44 $493,955 - $648,494
-3,850 Reduced 67.64%
1,842 $251,000
Q4 2021

Feb 01, 2022
SELL
$153.94 - $171.78 $165,331 - $184,491
-1,074 Reduced 15.87%
5,692 $902,000
Q1 2021

May 12, 2021
SELL
$125.65 - $157.65 $3.68 Million - $4.62 Million
-29,278 Reduced 81.23%
6,766 $1.03 Million
Q1 2021

May 04, 2021
BUY
$125.65 - $157.65 $3.68 Million - $4.62 Million
29,278 Added 432.72%
36,044 $5.49 Million
Q4 2020

Feb 03, 2021
SELL
$96.54 - $127.07 $40,160 - $52,861
-416 Reduced 5.79%
6,766 $860,000
Q3 2020

Nov 12, 2020
SELL
$91.28 - $103.82 $4,837 - $5,502
-53 Reduced 0.73%
7,182 $691,000
Q2 2020

Aug 05, 2020
SELL
$84.03 - $113.45 $84,786 - $114,471
-1,009 Reduced 12.24%
7,235 $680,000
Q1 2020

May 13, 2020
SELL
$79.03 - $141.09 $56,664 - $101,161
-717 Reduced 8.0%
8,244 $742,000
Q4 2019

Feb 05, 2020
SELL
$111.82 - $139.4 $82,970 - $103,434
-742 Reduced 7.65%
8,961 $1.25 Million
Q2 2019

Aug 14, 2019
SELL
$104.64 - $116.12 $3,767 - $4,180
-36 Reduced 0.37%
9,703 $1.09 Million
Q3 2018

Nov 07, 2018
BUY
$103.61 - $118.63 $109,101 - $124,917
1,053 Added 12.12%
9,739 $1.1 Million
Q1 2018

May 14, 2018
SELL
$107.01 - $118.77 $9,416 - $10,451
-88 Reduced 1.0%
8,686 $955,000
Q3 2017

Nov 07, 2017
BUY
$88.42 - $95.51 $401,338 - $433,519
4,539 Added 107.18%
8,774 $838,000
Q2 2017

Aug 10, 2017
BUY
N/A
4,235
4,235 $387,000

Others Institutions Holding JPM

# of Institutions
4,615
Shares Held
1.96B
Call Options Held
29.8M
Put Options Held
35.7M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $733B
  • 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 Ridge Investments LLC Portfolio

Follow Oak Ridge Investments LLC 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 Ridge Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oak Ridge Investments LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email