Pin Oak Investment Advisors Inc Jpmorgan Chase & CO Transaction History

Pin Oak Investment Advisors Inc

$105 Million
Q2 2024

A detailed history of Pin Oak Investment Advisors Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Pin Oak Investment Advisors Inc holds 2,967 shares of JPM stock, worth $652,087. This represents 0.57% of its overall portfolio holdings.

Number of Shares

2,967

Previous 3,050 2.72%

Holding current value

$652,087

Previous $611,000 1.8%

% of portfolio

0.57%

Previous 0.59%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$180.08 - $204.79 $14,946 - $16,997	-83 Reduced 2.72%	2,967 $600,000
Q1 2024 May 13, 2024	SELL	$167.09 - $200.3 $13,701 - $16,424	-82 Reduced 2.62%	3,050 $611,000
Q3 2023 Nov 14, 2023	BUY	$143.21 - $158.0 $9,022 - $9,954	63 Added 2.05%	3,132 $454,000
Q2 2023 Aug 14, 2023	SELL	$127.47 - $145.44 $2,676 - $3,054	-21 Reduced 0.68%	3,069 $446,000
Q1 2023 May 11, 2023	BUY	$124.91 - $143.8 $42,094 - $48,460	337 Added 12.24%	3,090 $403,000
Q4 2022 Feb 14, 2023	BUY	$101.96 - $137.84 $16,925 - $22,881	166 Added 6.42%	2,753 $369,000
Q2 2022 Aug 12, 2022	SELL	$112.61 - $135.91 $13,175 - $15,901	-117 Reduced 4.33%	2,587 $291,000
Q1 2022 May 13, 2022	SELL	$128.3 - $168.44 $19,245 - $25,266	-150 Reduced 5.26%	2,704 $369,000
Q4 2021 Feb 14, 2022	BUY	$153.94 - $171.78 $11,545 - $12,883	75 Added 2.7%	2,854 $452,000
Q3 2021 Nov 15, 2021	SELL	$146.97 - $166.98 $36,007 - $40,910	-245 Reduced 8.1%	2,779 $455,000
Q2 2021 Aug 16, 2021	SELL	$147.37 - $166.44 $4,421 - $4,993	-30 Reduced 0.98%	3,024 $470,000
Q1 2021 May 12, 2021	BUY	$125.65 - $157.65 $3,141 - $3,941	25 Added 0.83%	3,054 $465,000
Q4 2020 Feb 19, 2021	BUY	$96.54 - $127.07 $11,295 - $14,867	117 Added 4.02%	3,029 $385,000
Q3 2020 Nov 16, 2020	BUY	$91.28 - $103.82 $12,231 - $13,911	134 Added 4.82%	2,912 $280,000
Q1 2020 May 18, 2020	BUY	$79.03 - $141.09 $4,504 - $8,042	57 Added 2.09%	2,778 $250,000
Q4 2019 Feb 11, 2020	SELL	$111.82 - $139.4 $41,373 - $51,578	-370 Reduced 11.97%	2,721 $379,000
Q3 2019 Nov 15, 2019	SELL	$104.8 - $120.23 $42,548 - $48,813	-406 Reduced 11.61%	3,091 $364,000
Q2 2019 Aug 14, 2019	BUY	$104.64 - $116.12 $61,632 - $68,394	589 Added 20.25%	3,497 $391,000
Q1 2019 May 14, 2019	SELL	$97.11 - $107.19 $14,566 - $16,078	-150 Reduced 4.91%	2,908 $294,000
Q4 2018 Feb 26, 2019	BUY	$92.14 - $115.32 $12,623 - $15,798	137 Added 4.69%	3,058 $299,000
Q3 2018 Nov 14, 2018	SELL	$103.61 - $118.63 $2,901 - $3,321	-28 Reduced 0.95%	2,921 $330,000
Q2 2018 Aug 15, 2018	BUY	$103.24 - $114.29 $2,890 - $3,200	28 Added 0.96%	2,949 $307,000
Q1 2018 May 14, 2018	SELL	$107.01 - $118.77 $9,309 - $10,332	-87 Reduced 2.89%	2,921 $321,000
Q4 2017 Feb 20, 2018	BUY	$95.86 - $107.83 $288,346 - $324,352	3,008	3,008 $322,000

Others Institutions Holding JPM

# of Institutions

4,556

Shares Held

2.02B

Call Options Held

26M

Put Options Held

29M

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 $645B
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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Pin Oak Investment Advisors Inc Jpmorgan Chase & CO Transaction History