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 $6.34 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares
26,699
Previous 27,050 1.3%
Holding current value
$6.34 Million
Previous $5.47 Million 2.85%
% of portfolio
1.27%
Previous 1.28%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $697B
  • 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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