Sky Oak Wealth, LLC Jpmorgan Chase & CO Transaction History

Sky Oak Wealth, LLC

$445 Million
Q3 2024

A detailed history of Sky Oak Wealth, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 26,699 shares of JPM stock, worth $5.87 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares

26,699

Previous 27,050 1.3%

Holding current value

$5.87 Million

Previous $5.47 Million 2.85%

% of portfolio

1.27%

Previous 1.28%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$194.9 - $224.8 $68,409 - $78,904	-351 Reduced 1.3%	26,699 $5.63 Million
Q2 2024 Aug 12, 2024	SELL	$180.08 - $204.79 $151,987 - $172,842	-844 Reduced 3.03%	27,050 $5.47 Million
Q1 2024 Apr 29, 2024	BUY	$167.09 - $200.3 $66,836 - $80,120	400 Added 1.45%	27,894 $5.59 Million
Q4 2023 Jan 12, 2024	SELL	$135.69 - $170.3 $71,237 - $89,407	-525 Reduced 1.87%	27,494 $4.68 Million
Q3 2023 Oct 24, 2023	BUY	$143.21 - $158.0 $10,167 - $11,218	71 Added 0.25%	28,019 $4.06 Million
Q2 2023 Jul 20, 2023	BUY	$127.47 - $145.44 $82,982 - $94,681	651 Added 2.38%	27,948 $4.06 Million
Q1 2023 May 02, 2023	SELL	$124.91 - $143.8 $13,865 - $15,961	-111 Reduced 0.4%	27,297 $3.56 Million
Q4 2022 Jan 26, 2023	SELL	$101.96 - $137.84 $16,211 - $21,916	-159 Reduced 0.58%	27,408 $0
Q3 2022 Oct 25, 2022	BUY	$20.73 - $120.58 $11,297 - $65,716	545 Added 2.02%	27,567 $2.88 Million
Q2 2022 Jul 26, 2022	BUY	$112.61 - $135.91 $78,489 - $94,729	697 Added 2.65%	27,022 $3.04 Million
Q1 2022 Apr 18, 2022	SELL	$128.3 - $168.44 $13,599 - $17,854	-106 Reduced 0.4%	26,325 $3.59 Million
Q4 2021 Jan 24, 2022	BUY	$153.94 - $171.78 $6,927 - $7,730	45 Added 0.17%	26,431 $4.19 Million
Q3 2021 Oct 21, 2021	BUY	$146.97 - $166.98 $1,763 - $2,003	12 Added 0.05%	26,386 $4.32 Million
Q2 2021 Jul 19, 2021	SELL	$147.37 - $166.44 $61,011 - $68,906	-414 Reduced 1.55%	26,374 $4.1 Million
Q1 2021 Apr 29, 2021	SELL	$125.65 - $157.65 $93,106 - $116,818	-741 Reduced 2.69%	26,788 $4.08 Million
Q4 2020 Feb 02, 2021	SELL	$96.54 - $127.07 $27,320 - $35,960	-283 Reduced 1.02%	27,529 $3.5 Million
Q3 2020 Nov 03, 2020	SELL	$91.28 - $103.82 $413,772 - $470,616	-4,533 Reduced 14.01%	27,812 $2.68 Million
Q2 2020 Aug 10, 2020	BUY	$84.03 - $113.45 $1.58 Million - $2.13 Million	18,747 Added 137.87%	32,345 $3.04 Million
Q1 2020 May 04, 2020	BUY	$79.03 - $141.09 $67,491 - $120,490	854 Added 6.7%	13,598 $1.22 Million
Q4 2019 Feb 04, 2020	BUY	$111.82 - $139.4 $1.43 Million - $1.78 Million	12,744 New	12,744 $1.78 Million

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 ...

More about JPM

Track This Portfolio

Portfolio Update

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

News

Stay updated on Sky Oak Wealth, LLC with notifications on news.

Account

Sky Oak Wealth, LLC Jpmorgan Chase & CO Transaction History