West Oak Capital, LLC Jpmorgan Chase & CO Transaction History

West Oak Capital, LLC

  • $5.38 Billion
  • Q3 2024

A detailed history of West Oak Capital, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, West Oak Capital, LLC holds 21,387 shares of JPM stock, worth $5.08 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
21,387
Previous 21,612 1.04%
Holding current value
$5.08 Million
Previous $4.37 Million 931.73%
% of portfolio
0.84%
Previous 2.44%

Shares

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

Oct 17, 2024
SELL
$194.9 - $224.8 $43,852 - $50,580
-225 Reduced 1.04%
21,387 $45.1 Million
Q2 2024

Jul 24, 2024
BUY
$180.08 - $204.79 $3,241 - $3,686
18 Added 0.08%
21,612 $4.37 Million
Q1 2024

Apr 18, 2024
BUY
$167.09 - $200.3 $23,726 - $28,442
142 Added 0.66%
21,594 $4.33 Million
Q4 2023

Jan 17, 2024
SELL
$135.69 - $170.3 $74,629 - $93,665
-550 Reduced 2.5%
21,452 $3.63 Million
Q3 2023

Oct 05, 2023
BUY
$143.21 - $158.0 $87,358 - $96,380
610 Added 2.85%
22,002 $3.19 Million
Q2 2023

Jul 19, 2023
SELL
$127.47 - $145.44 $86,679 - $98,899
-680 Reduced 3.08%
21,392 $3.11 Million
Q1 2023

Apr 21, 2023
SELL
$124.91 - $143.8 $84,314 - $97,065
-675 Reduced 2.97%
22,072 $2.88 Million
Q4 2022

Jan 05, 2023
SELL
$101.96 - $137.84 $77,489 - $104,758
-760 Reduced 3.23%
22,747 $3.05 Million
Q3 2022

Oct 28, 2022
BUY
$20.73 - $120.58 $15,796 - $91,881
762 Added 3.35%
23,507 $2.46 Million
Q2 2022

Jul 11, 2022
SELL
$112.61 - $135.91 $30,066 - $36,287
-267 Reduced 1.16%
22,745 $2.56 Million
Q1 2022

Apr 20, 2022
SELL
$128.3 - $168.44 $25,660 - $33,688
-200 Reduced 0.86%
23,012 $3.14 Million
Q4 2021

Jan 12, 2022
SELL
$153.94 - $171.78 $191,655 - $213,866
-1,245 Reduced 5.09%
23,212 $3.68 Million
Q3 2021

Oct 07, 2021
SELL
$146.97 - $166.98 $8,083 - $9,183
-55 Reduced 0.22%
24,457 $4 Million
Q2 2021

Jul 20, 2021
SELL
$147.37 - $166.44 $11,789 - $13,315
-80 Reduced 0.33%
24,512 $3.81 Million
Q1 2021

Apr 13, 2021
SELL
$125.65 - $157.65 $72,248 - $90,648
-575 Reduced 2.28%
24,592 $3.74 Million
Q4 2020

Jan 08, 2021
BUY
$96.54 - $127.07 $95,574 - $125,799
990 Added 4.09%
25,167 $3.2 Million
Q3 2020

Oct 09, 2020
SELL
$91.28 - $103.82 $61,157 - $69,559
-670 Reduced 2.7%
24,177 $2.33 Million
Q2 2020

Jul 06, 2020
BUY
$84.03 - $113.45 $74,786 - $100,970
890 Added 3.71%
24,847 $2.34 Million
Q1 2020

Apr 07, 2020
BUY
$79.03 - $141.09 $87,565 - $156,327
1,108 Added 4.85%
23,957 $2.16 Million
Q4 2019

Jan 09, 2020
SELL
$111.82 - $139.4 $173,321 - $216,070
-1,550 Reduced 6.35%
22,849 $3.19 Million
Q3 2019

Oct 02, 2019
BUY
$104.8 - $120.23 $9,956 - $11,421
95 Added 0.39%
24,399 $2.87 Million
Q2 2019

Jul 12, 2019
BUY
$104.64 - $116.12 $34,531 - $38,319
330 Added 1.38%
24,304 $2.72 Million
Q1 2019

Apr 03, 2019
SELL
$97.11 - $107.19 $41,757 - $46,091
-430 Reduced 1.76%
23,974 $2.43 Million
Q4 2018

Jan 08, 2019
BUY
$92.14 - $115.32 $6,449 - $8,072
70 Added 0.29%
24,404 $2.38 Billion
Q3 2018

Oct 04, 2018
BUY
$103.61 - $118.63 $27,974 - $32,030
270 Added 1.12%
24,334 $2.75 Billion
Q2 2018

Jul 06, 2018
SELL
$103.24 - $114.29 $68,654 - $76,002
-665 Reduced 2.69%
24,064 $2.51 Billion
Q1 2018

Apr 05, 2018
SELL
$107.01 - $118.77 $185,127 - $205,472
-1,730 Reduced 6.54%
24,729 $2.72 Billion
Q4 2017

Jan 05, 2018
SELL
$95.86 - $107.83 $77,263 - $86,910
-806 Reduced 2.96%
26,459 $2.83 Billion
Q3 2017

Oct 10, 2017
BUY
$88.42 - $95.51 $2.41 Million - $2.6 Million
27,265
27,265 $2.6 Billion

Others Institutions Holding JPM

# of Institutions
4,616
Shares Held
1.95B
Call Options Held
29.8M
Put Options Held
35.7M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • 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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