Oak Ridge Investments LLC Jpmorgan Chase & CO Transaction History

Oak Ridge Investments LLC

  • $989 Million
  • Q1 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 1,087 shares of JPM stock, worth $226,998. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,087
Previous 1,566 30.59%
Holding current value
$226,998
Previous $266,000 18.42%
% of portfolio
0.02%
Previous 0.03%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
4,421
Shares Held
1.98B
Call Options Held
35.5M
Put Options Held
32.6M
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 $613B
  • 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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