A detailed history of Silver Oak Wealth Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 2,987 shares of JPM stock, worth $747,616. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,987
Previous 2,987 -0.0%
Holding current value
$747,616
Previous $604 Million 4.25%
% of portfolio
0.14%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

BUY
$180.08 - $204.79 $111,649 - $126,969
620 Added 26.19%
2,987 $604 Million
Q1 2024

May 07, 2024

SELL
$167.09 - $200.3 $3,174 - $3,805
-19 Reduced 0.8%
2,367 $474 Million
Q4 2023

Feb 14, 2024

BUY
$135.69 - $170.3 $323,756 - $406,335
2,386 New
2,386 $406 Million

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 $734B
  • 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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