A detailed history of Silver Oak Securities, Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Silver Oak Securities, Inc holds 7,694 shares of JPM stock, worth $1.7 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
7,694
Previous 5,726 34.37%
Holding current value
$1.7 Million
Previous $1.16 Million 39.98%
% of portfolio
0.18%
Previous 0.18%

Shares

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

Oct 23, 2024

BUY
$194.9 - $224.8 $383,563 - $442,406
1,968 Added 34.37%
7,694 $1.62 Million
Q2 2024

Jul 12, 2024

BUY
$180.08 - $204.79 $7,563 - $8,601
42 Added 0.74%
5,726 $1.16 Million
Q1 2024

May 10, 2024

SELL
$167.09 - $200.3 $42,273 - $50,675
-253 Reduced 4.26%
5,684 $1.14 Million
Q4 2023

Feb 05, 2024

BUY
$135.69 - $170.3 $144,645 - $181,539
1,066 Added 21.88%
5,937 $1.01 Million
Q3 2023

Nov 20, 2023

SELL
$143.21 - $158.0 $119,580 - $131,930
-835 Reduced 14.63%
4,871 $706,000
Q2 2023

Aug 02, 2023

BUY
$127.47 - $145.44 $51,370 - $58,612
403 Added 7.6%
5,706 $829,000
Q1 2023

May 05, 2023

SELL
$124.91 - $143.8 $47,091 - $54,212
-377 Reduced 6.64%
5,303 $691,000
Q4 2022

Feb 02, 2023

BUY
$101.96 - $137.84 $38,642 - $52,241
379 Added 7.15%
5,680 $762,000
Q3 2022

Oct 23, 2023

SELL
$20.73 - $120.58 $17,309 - $100,684
-835 Reduced 14.63%
4,871 $509,000
Q3 2022

Oct 20, 2022

BUY
$20.73 - $120.58 $34,204 - $198,957
1,650 Added 45.19%
5,301 $554,000
Q2 2022

Aug 15, 2022

SELL
$112.61 - $135.91 $22,747 - $27,453
-202 Reduced 5.24%
3,651 $419,000
Q1 2022

May 10, 2022

BUY
$128.3 - $168.44 $494,339 - $648,999
3,853 New
3,853 $514,000

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 $650B
  • 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

Track Silver Oak Securities, Inc Portfolio

Follow Silver Oak Securities, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Silver Oak Securities, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Silver Oak Securities, Inc with notifications on news.