A detailed history of Oxford Wealth Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Oxford Wealth Group, LLC holds 8,929 shares of JPM stock, worth $1.89 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares
8,929
Previous 6,902 29.37%
Holding current value
$1.89 Million
Previous $1.38 Billion 30.64%
% of portfolio
1.24%
Previous 1.26%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$180.08 - $204.79 $365,022 - $415,109
2,027 Added 29.37%
8,929 $1.81 Billion
Q1 2024

May 16, 2024

BUY
$167.09 - $200.3 $1.15 Million - $1.38 Million
6,902 New
6,902 $1.38 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 $620B
  • 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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