Oxford Financial Group LTD Jpmorgan Chase & CO Transaction History

Oxford Financial Group LTD

$1.44 Billion
Q1 2024

A detailed history of Oxford Financial Group LTD transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Oxford Financial Group LTD holds 44,447 shares of JPM stock, worth $9.28 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

44,447

Previous 44,276 0.39%

Holding current value

$9.28 Million

Previous $7.53 Million 18.2%

% of portfolio

0.62%

Previous 0.55%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$167.09 - $200.3 $28,572 - $34,251	171 Added 0.39%	44,447 $8.9 Million
Q4 2023 Feb 14, 2024	SELL	$135.69 - $170.3 $85,484 - $107,289	-630 Reduced 1.4%	44,276 $7.53 Million
Q3 2023 Nov 13, 2023	SELL	$143.21 - $158.0 $337,116 - $371,932	-2,354 Reduced 4.98%	44,906 $6.51 Million
Q2 2023 Aug 10, 2023	BUY	$127.47 - $145.44 $1.06 Million - $1.21 Million	8,288 Added 21.27%	47,260 $6.87 Million
Q1 2023 May 12, 2023	BUY	$124.91 - $143.8 $14,364 - $16,537	115 Added 0.3%	38,972 $5.08 Million

Q4 2022 Feb 14, 2023	SELL	$101.96 - $137.84 $124,493 - $168,302	-1,221 Reduced 3.05%	38,857 $5.21 Million
Q3 2022 Nov 02, 2022	BUY	$20.73 - $120.58 $7,317 - $42,564	353 Added 0.89%	40,078 $4.19 Million
Q2 2022 Aug 11, 2022	SELL	$112.61 - $135.91 $63,399 - $76,517	-563 Reduced 1.4%	39,725 $4.47 Million
Q1 2022 May 13, 2022	BUY	$128.3 - $168.44 $24,377 - $32,003	190 Added 0.47%	40,288 $5.49 Million
Q4 2021 Feb 10, 2022	BUY	$153.94 - $171.78 $20,320 - $22,674	132 Added 0.33%	40,098 $6.35 Million
Q3 2021 Nov 12, 2021	SELL	$146.97 - $166.98 $57,171 - $64,955	-389 Reduced 0.96%	39,966 $6.54 Million
Q2 2021 Aug 03, 2021	BUY	$147.37 - $166.44 $85,327 - $96,368	579 Added 1.46%	40,355 $6.28 Million
Q1 2021 May 10, 2021	SELL	$125.65 - $157.65 $41,841 - $52,497	-333 Reduced 0.83%	39,776 $6.06 Million
Q4 2020 Feb 10, 2021	BUY	$96.54 - $127.07 $179,950 - $236,858	1,864 Added 4.87%	40,109 $5.1 Million
Q3 2020 Nov 12, 2020	BUY	$91.28 - $103.82 $105,793 - $120,327	1,159 Added 3.13%	38,245 $3.68 Million
Q2 2020 Aug 05, 2020	SELL	$84.03 - $113.45 $303,264 - $409,441	-3,609 Reduced 8.87%	37,086 $3.49 Million
Q1 2020 May 12, 2020	BUY	$79.03 - $141.09 $3.22 Million - $5.74 Million	40,695 New	40,695 $3.66 Million

Others Institutions Holding JPM

# of Institutions

4,421

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 $613B
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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Oxford Financial Group LTD Jpmorgan Chase & CO Transaction History