Oakwell Private Wealth Management, LLC Jpmorgan Chase & CO Transaction History
Oakwell Private Wealth Management, LLC
- $329 Million
- Q1 2024
A detailed history of Oakwell Private Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 5,811 shares of JPM stock, worth $1.23 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
5,811
Previous 5,330
9.02%
Holding current value
$1.23 Million
Previous $906,000
28.37%
% of portfolio
0.35%
Previous 0.32%
Shares
3 transactions
Others Institutions Holding JPM
# of Institutions
4,462Shares Held
1.97BCall Options Held
35.6MPut Options Held
32.7M-
Vanguard Group Inc Valley Forge, PA271MShares$57.5 Billion1.09% of portfolio
-
Black Rock Inc. New York, NY196MShares$41.6 Billion0.93% of portfolio
-
State Street Corp Boston, MA126MShares$26.7 Billion1.14% of portfolio
-
Morgan Stanley New York, NY66.7MShares$14.2 Billion1.09% of portfolio
-
Geode Capital Management, LLC Boston, MA56.9MShares$12.1 Billion1.07% of portfolio
About JPMORGAN CHASE & CO
- Ticker JPM
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 2,933,199,872
- Market Cap $623B
- 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 ...