A detailed history of Oxler Private Wealth LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Oxler Private Wealth LLC holds 5,382 shares of JPM stock, worth $1.34 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
5,382
Previous 5,238 2.75%
Holding current value
$1.34 Million
Previous $1.06 Million 7.08%
% of portfolio
0.42%
Previous 0.42%

Shares

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

Oct 11, 2024

BUY
$194.9 - $224.8 $28,065 - $32,371
144 Added 2.75%
5,382 $1.13 Million
Q2 2024

Jul 29, 2024

BUY
$180.08 - $204.79 $4,862 - $5,529
27 Added 0.52%
5,238 $1.06 Million
Q1 2024

Apr 24, 2024

BUY
$167.09 - $200.3 $4,678 - $5,608
28 Added 0.54%
5,211 $1.04 Million
Q4 2023

Feb 09, 2024

BUY
$135.69 - $170.3 $2,306 - $2,895
17 Added 0.33%
5,183 $881,000
Q3 2023

Oct 12, 2023

BUY
$143.21 - $158.0 $3,293 - $3,634
23 Added 0.45%
5,166 $749,000
Q2 2023

Aug 10, 2023

BUY
$127.47 - $145.44 $11,344 - $12,944
89 Added 1.76%
5,143 $747,000
Q1 2023

May 10, 2023

SELL
$124.91 - $143.8 $387,720 - $446,355
-3,104 Reduced 38.05%
5,054 $658,000
Q4 2022

Feb 13, 2023

BUY
$101.96 - $137.84 $7,239 - $9,786
71 Added 0.88%
8,158 $1.09 Million
Q3 2022

Nov 15, 2022

SELL
$20.73 - $120.58 $39,801 - $231,513
-1,920 Reduced 19.19%
8,087 $845,000
Q2 2022

Aug 15, 2022

BUY
$112.61 - $135.91 $9,121 - $11,008
81 Added 0.82%
10,007 $1.13 Million
Q1 2022

May 16, 2022

BUY
$128.3 - $168.44 $8,339 - $10,948
65 Added 0.66%
9,926 $1.35 Million
Q4 2021

Jan 27, 2022

SELL
$153.94 - $171.78 $41,563 - $46,380
-270 Reduced 2.67%
9,861 $1.56 Million
Q3 2021

Nov 09, 2021

BUY
$146.97 - $166.98 $278,214 - $316,093
1,893 Added 22.98%
10,131 $1.66 Million
Q2 2021

Aug 12, 2021

BUY
$147.37 - $166.44 $10,758 - $12,150
73 Added 0.89%
8,238 $1.28 Million
Q1 2021

May 03, 2021

BUY
$125.65 - $157.65 $394,541 - $495,021
3,140 Added 62.49%
8,165 $1.24 Million
Q4 2020

Feb 16, 2021

BUY
$96.54 - $127.07 $485,113 - $638,526
5,025 New
5,025 $632,000

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 $729B
  • 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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