Okabena Investment Services Inc Jpmorgan Chase & CO Transaction History

Okabena Investment Services Inc

$298 Million
Q1 2024

A detailed history of Okabena Investment Services Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Okabena Investment Services Inc holds 10,566 shares of JPM stock, worth $2.2 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

10,566

Previous 10,911 3.16%

Holding current value

$2.2 Million

Previous $1.86 Million 14.07%

% of portfolio

0.71%

Previous 0.73%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$167.09 - $200.3 $57,646 - $69,103	-345 Reduced 3.16%	10,566 $2.12 Million
Q4 2023 Feb 14, 2024	BUY	$135.69 - $170.3 $1.12 Million - $1.41 Million	8,277 Added 314.24%	10,911 $1.86 Million
Q3 2023 Nov 27, 2023	SELL	$143.21 - $158.0 $3.75 Million - $4.14 Million	-26,179 Reduced 90.86%	2,634 $381,000
Q3 2023 Nov 14, 2023	BUY	$143.21 - $158.0 $3.75 Million - $4.14 Million	26,179 Added 993.89%	28,813 $4.18 Million
Q2 2023 Aug 14, 2023	SELL	$127.47 - $145.44 $474,825 - $541,764	-3,725 Reduced 58.58%	2,634 $383,000

Q1 2023 May 15, 2023	SELL	$124.91 - $143.8 $74,946 - $86,280	-600 Reduced 8.62%	6,359 $828,000
Q4 2022 Feb 08, 2023	SELL	$101.96 - $137.84 $365,730 - $494,432	-3,587 Reduced 34.01%	6,959 $933,000
Q3 2022 Nov 14, 2022	BUY	$20.73 - $120.58 $77,219 - $449,160	3,725 Added 54.61%	10,546 $1.1 Million
Q2 2022 Aug 11, 2022	BUY	$112.61 - $135.91 $67,566 - $81,546	600 Added 9.64%	6,821 $768,000
Q4 2021 Feb 11, 2022	BUY	$153.94 - $171.78 $565,729 - $631,291	3,675 Added 144.34%	6,221 $985,000
Q2 2021 Aug 13, 2021	SELL	$147.37 - $166.44 $833,524 - $941,384	-5,656 Reduced 68.96%	2,546 $396,000
Q1 2021 May 14, 2021	SELL	$125.65 - $157.65 $85,818 - $107,674	-683 Reduced 7.69%	8,202 $1.25 Million
Q4 2020 Feb 12, 2021	SELL	$96.54 - $127.07 $304,680 - $401,032	-3,156 Reduced 26.21%	8,885 $1.13 Million
Q3 2020 Nov 12, 2020	BUY	$91.28 - $103.82 $1.1 Million - $1.25 Million	12,041 New	12,041 $1.16 Million

Others Institutions Holding JPM

# of Institutions

4,429

Shares Held

1.98B

Call Options Held

35.5M

Put Options Held

32.6M

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 $610B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Okabena Investment Services Inc, based on Form 13F filings with the SEC.

News

Stay updated on Okabena Investment Services Inc with notifications on news.

Account

Okabena Investment Services Inc Jpmorgan Chase & CO Transaction History