Oxler Private Wealth LLC Jpmorgan Chase & CO Transaction History

Oxler Private Wealth LLC

$244 Million
Q1 2024

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 5,211 shares of JPM stock, worth $1.08 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

5,211

Previous 5,183 0.54%

Holding current value

$1.08 Million

Previous $881,000 18.39%

% of portfolio

0.43%

Previous 0.73%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

4,426

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 $609B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Oxler Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oxler Private Wealth LLC with notifications on news.

Account

Oxler Private Wealth LLC Jpmorgan Chase & CO Transaction History