A detailed history of Northern Oak Wealth Management Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Northern Oak Wealth Management Inc holds 27,372 shares of JPM stock, worth $6.66 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
27,372
Previous 29,317 6.63%
Holding current value
$6.66 Million
Previous $5.93 Million 2.7%
% of portfolio
0.67%
Previous 0.72%

Shares

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

Oct 30, 2024

SELL
$194.9 - $224.8 $379,080 - $437,236
-1,945 Reduced 6.63%
27,372 $5.77 Million
Q2 2024

Jul 26, 2024

SELL
$180.08 - $204.79 $188,003 - $213,800
-1,044 Reduced 3.44%
29,317 $5.93 Million
Q1 2024

May 01, 2024

SELL
$167.09 - $200.3 $2.66 Million - $3.18 Million
-15,892 Reduced 34.36%
30,361 $6.08 Million
Q4 2023

Jan 11, 2024

SELL
$135.69 - $170.3 $902,881 - $1.13 Million
-6,654 Reduced 12.58%
46,253 $7.87 Million
Q3 2023

Oct 24, 2023

SELL
$143.21 - $158.0 $1.29 Million - $1.42 Million
-8,991 Reduced 14.53%
52,907 $7.67 Million
Q2 2023

Jul 31, 2023

SELL
$127.47 - $145.44 $1.2 Million - $1.37 Million
-9,388 Reduced 13.17%
61,898 $9 Million
Q1 2023

May 09, 2023

BUY
$124.91 - $143.8 $260,062 - $299,391
2,082 Added 3.01%
71,286 $9.29 Million
Q4 2022

Feb 13, 2023

SELL
$101.96 - $137.84 $176,390 - $238,463
-1,730 Reduced 2.44%
69,204 $9.28 Million
Q3 2022

Nov 14, 2022

SELL
$20.73 - $120.58 $17,972 - $104,542
-867 Reduced 1.21%
70,934 $7.41 Million
Q2 2022

Aug 16, 2022

BUY
$112.61 - $135.91 $63,061 - $76,109
560 Added 0.79%
71,801 $8.09 Million
Q1 2022

May 24, 2022

SELL
$128.3 - $168.44 $297,784 - $390,949
-2,321 Reduced 3.16%
71,241 $9.71 Million
Q4 2021

Feb 16, 2022

BUY
$153.94 - $171.78 $59,266 - $66,135
385 Added 0.53%
73,562 $11.6 Million
Q3 2021

Nov 15, 2021

SELL
$146.97 - $166.98 $42,474 - $48,257
-289 Reduced 0.39%
73,177 $12 Million
Q2 2021

Aug 17, 2021

SELL
$147.37 - $166.44 $138,822 - $156,786
-942 Reduced 1.27%
73,466 $11.4 Million
Q1 2021

May 14, 2021

SELL
$125.65 - $157.65 $1.01 Million - $1.27 Million
-8,065 Reduced 9.78%
74,408 $11.3 Million
Q4 2020

Feb 16, 2021

SELL
$96.54 - $127.07 $168,462 - $221,737
-1,745 Reduced 2.07%
82,473 $10.5 Million
Q3 2020

Nov 16, 2020

BUY
$91.28 - $103.82 $94,748 - $107,765
1,038 Added 1.25%
84,218 $8.11 Million
Q2 2020

Aug 17, 2020

BUY
$84.03 - $113.45 $575,689 - $777,245
6,851 Added 8.98%
83,180 $7.82 Million
Q1 2020

May 15, 2020

SELL
$79.03 - $141.09 $1.73 Million - $3.08 Million
-21,852 Reduced 22.26%
76,329 $6.87 Million
Q4 2019

Jan 27, 2020

SELL
$111.82 - $139.4 $1.57 Million - $1.96 Million
-14,048 Reduced 12.52%
98,181 $13.7 Million
Q3 2019

Oct 31, 2019

SELL
$104.8 - $120.23 $213,372 - $244,788
-2,036 Reduced 1.78%
112,229 $13.2 Million
Q2 2019

Jul 30, 2019

SELL
$104.64 - $116.12 $226,336 - $251,167
-2,163 Reduced 1.86%
114,265 $0
Q1 2019

Apr 24, 2019

SELL
$97.11 - $107.19 $195,579 - $215,880
-2,014 Reduced 1.7%
116,428 $0
Q4 2018

Feb 14, 2019

BUY
$92.14 - $115.32 $42,015 - $52,585
456 Added 0.39%
118,442 $11.6 Million
Q3 2018

Nov 15, 2018

BUY
$103.61 - $118.63 $479,817 - $549,375
4,631 Added 4.09%
117,986 $0
Q2 2018

Aug 13, 2018

BUY
$103.24 - $114.29 $90,644 - $100,346
878 Added 0.78%
113,355 $0
Q1 2018

May 11, 2018

SELL
$107.01 - $118.77 $349,815 - $388,259
-3,269 Reduced 2.82%
112,477 $0
Q4 2017

Feb 16, 2018

SELL
$95.86 - $107.83 $10.8 Million - $12.1 Million
-112,590 Closed
0 $0
Q3 2017

Nov 15, 2017

BUY
$88.42 - $95.51 $9.96 Million - $10.8 Million
112,590
112,590 $0

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 $713B
  • 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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