A detailed history of Oxinas Partners Wealth Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Oxinas Partners Wealth Management LLC holds 2,165 shares of JPM stock, worth $541,185. This represents 0.29% of its overall portfolio holdings.

Number of Shares
2,165
Previous 1,721 25.8%
Holding current value
$541,185
Previous $348,000 31.03%
% of portfolio
0.29%
Previous 0.24%

Shares

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

Oct 15, 2024

BUY
$194.9 - $224.8 $86,535 - $99,811
444 Added 25.8%
2,165 $456,000
Q2 2024

Aug 01, 2024

BUY
$180.08 - $204.79 $1,620 - $1,843
9 Added 0.53%
1,721 $348,000
Q1 2024

Apr 18, 2024

BUY
$167.09 - $200.3 $668 - $801
4 Added 0.23%
1,712 $342,000
Q4 2023

Jan 22, 2024

BUY
$135.69 - $170.3 $1,763 - $2,213
13 Added 0.77%
1,708 $290,000
Q3 2023

Oct 25, 2023

SELL
$143.21 - $158.0 $4,725 - $5,214
-33 Reduced 1.91%
1,695 $245,000
Q2 2023

Jul 14, 2023

BUY
$127.47 - $145.44 $220,268 - $251,320
1,728 New
1,728 $251,000
Q1 2022

Apr 20, 2022

SELL
$128.3 - $168.44 $265,324 - $348,333
-2,068 Closed
0 $0
Q4 2021

Jan 19, 2022

SELL
$153.94 - $171.78 $24,784 - $27,656
-161 Reduced 7.22%
2,068 $327,000
Q3 2021

Nov 01, 2021

BUY
$146.97 - $166.98 $881 - $1,001
6 Added 0.27%
2,229 $365,000
Q2 2021

Jul 26, 2021

SELL
$147.37 - $166.44 $10,905 - $12,316
-74 Reduced 3.22%
2,223 $346,000
Q1 2021

May 04, 2021

BUY
$125.65 - $157.65 $4,272 - $5,360
34 Added 1.5%
2,297 $350,000
Q4 2020

Jan 19, 2021

BUY
$96.54 - $127.07 $218,470 - $287,559
2,263 New
2,263 $288,000

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 $733B
  • 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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