Sky Oak Wealth, LLC Jpmorgan Chase & CO Transaction History

Sky Oak Wealth, LLC

$417 Million
Q1 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 27,894 shares of JPM stock, worth $5.64 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares

27,894

Previous 27,494 1.45%

Holding current value

$5.64 Million

Previous $4.68 Million 19.48%

% of portfolio

1.34%

Previous 1.22%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

4,418

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 $593B
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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Sky Oak Wealth, LLC Jpmorgan Chase & CO Transaction History