A detailed history of Ofi Invest Asset Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Ofi Invest Asset Management holds 442,101 shares of JPM stock, worth $127 Million. This represents 2.71% of its overall portfolio holdings.

Number of Shares
442,101
Previous 367,711 20.23%
Holding current value
$127 Million
Previous $83.5 Billion 30.76%
% of portfolio
2.71%
Previous 2.19%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025

BUY
$210.28 - $289.91 $15.6 Million - $21.6 Million
74,390 Added 20.23%
442,101 $109 Billion
Q1 2025

May 09, 2025

SELL
$225.19 - $279.95 $548,337 - $681,678
-2,435 Reduced 0.66%
367,711 $83.5 Billion
Q4 2024

Feb 07, 2025

SELL
$205.18 - $250.29 $18.3 Million - $22.4 Million
-89,416 Reduced 19.46%
370,146 $85.7 Billion
Q2 2024

Jul 19, 2024

SELL
$180.08 - $204.79 $370,064 - $420,843
-2,055 Reduced 0.45%
459,562 $86.7 Billion
Q1 2024

Apr 29, 2024

BUY
$167.09 - $200.3 $2.83 Million - $3.4 Million
16,965 Added 3.82%
461,617 $85.6 Billion
Q4 2023

Feb 14, 2024

SELL
$135.69 - $170.3 $661,488 - $830,212
-4,875 Reduced 1.08%
444,652 $68.5 Billion
Q3 2023

Nov 02, 2023

BUY
$143.21 - $158.0 $3.52 Million - $3.88 Million
24,575 Added 5.78%
449,527 $61.6 Billion
Q2 2023

Jul 31, 2023

SELL
$127.47 - $145.44 $7.09 Billion - $8.09 Billion
-55,621,249 Reduced 99.24%
424,952 $61.8 Billion
Q1 2023

May 15, 2023

BUY
$124.91 - $143.8 $7 Billion - $8.06 Billion
56,046,201 New
56,046,201 $7.3 Billion

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $842B
  • 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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