Oldfather Financial Services, LLC Jpmorgan Chase & CO Transaction History

Oldfather Financial Services, LLC

$244 Million
Q2 2024

A detailed history of Oldfather Financial Services, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Oldfather Financial Services, LLC holds 5,322 shares of JPM stock, worth $1.12 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

5,322

Previous 5,265 1.08%

Holding current value

$1.12 Million

Previous $1.05 Million 2.09%

% of portfolio

0.44%

Previous 0.43%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 24, 2024	BUY	$180.08 - $204.79 $10,264 - $11,673	57 Added 1.08%	5,322 $1.08 Million
Q1 2024 Apr 25, 2024	SELL	$167.09 - $200.3 $86,051 - $103,154	-515 Reduced 8.91%	5,265 $1.05 Million
Q4 2023 Jan 16, 2024	SELL	$135.69 - $170.3 $4,342 - $5,449	-32 Reduced 0.55%	5,780 $983,000
Q3 2023 Oct 25, 2023	SELL	$143.21 - $158.0 $30,074 - $33,180	-210 Reduced 3.49%	5,812 $842,000
Q2 2023 Jul 27, 2023	SELL	$127.47 - $145.44 $38,113 - $43,486	-299 Reduced 4.73%	6,022 $875,000

Q1 2023 May 01, 2023	BUY	$124.91 - $143.8 $350,372 - $403,359	2,805 Added 79.78%	6,321 $823,000
Q4 2022 Feb 02, 2023	BUY	$101.96 - $137.84 $509 - $689	5 Added 0.14%	3,516 $471,000
Q3 2022 Oct 14, 2022	SELL	$20.73 - $120.58 $352 - $2,049	-17 Reduced 0.48%	3,511 $367,000
Q2 2022 Jul 28, 2022	BUY	$112.61 - $135.91 $675 - $815	6 Added 0.17%	3,528 $407,000
Q1 2022 Apr 29, 2022	BUY	$128.3 - $168.44 $9,109 - $11,959	71 Added 2.06%	3,522 $434,000
Q4 2021 Feb 17, 2022	BUY	$153.94 - $171.78 $24,630 - $27,484	160 Added 4.86%	3,451 $535,000
Q3 2021 Nov 15, 2021	BUY	$146.97 - $166.98 $587 - $667	4 Added 0.12%	3,291 $549,000
Q2 2021 Aug 11, 2021	SELL	$147.37 - $166.44 $296,803 - $335,210	-2,014 Reduced 37.99%	3,287 $523,000
Q1 2021 Apr 09, 2021	SELL	$125.65 - $157.65 $41,464 - $52,024	-330 Reduced 5.86%	5,301 $822,000
Q4 2020 Feb 08, 2021	SELL	$96.54 - $127.07 $24,424 - $32,148	-253 Reduced 4.3%	5,631 $715,000
Q3 2020 Oct 16, 2020	BUY	$91.28 - $103.82 $547 - $622	6 Added 0.1%	5,884 $590,000
Q2 2020 Jul 31, 2020	BUY	$84.03 - $113.45 $27,729 - $37,438	330 Added 5.95%	5,878 $570,000
Q1 2020 May 13, 2020	BUY	$79.03 - $141.09 $790 - $1,410	10 Added 0.18%	5,548 $483,000
Q4 2019 Jan 30, 2020	BUY	$111.82 - $139.4 $619,259 - $771,997	5,538 New	5,538 $743,000

Others Institutions Holding JPM

# of Institutions

4,462

Shares Held

1.97B

Call Options Held

35.6M

Put Options Held

32.7M

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 $618B
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 ...

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Oldfather Financial Services, LLC Jpmorgan Chase & CO Transaction History