Oldfather Financial Services, LLC Jpmorgan Chase & CO Transaction History

Oldfather Financial Services, LLC

  • $260 Million
  • Q3 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 5,326 shares of JPM stock, worth $1.27 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
5,326
Previous 5,322 0.08%
Holding current value
$1.27 Million
Previous $1.08 Million 4.28%
% of portfolio
0.43%
Previous 0.44%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
BUY
$194.9 - $224.8 $779 - $899
4 Added 0.08%
5,326 $1.12 Million
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
4,616
Shares Held
1.95B
Call Options Held
29.8M
Put Options Held
35.7M
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 $702B
  • 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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