A detailed history of Watershed Private Wealth LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Watershed Private Wealth LLC holds 4,157 shares of JPM stock, worth $1.04 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
4,157
Previous 4,257 2.35%
Holding current value
$1.04 Million
Previous $861 Million 1.8%
% of portfolio
0.35%
Previous 0.37%

Shares

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

Oct 15, 2024

SELL
$194.9 - $224.8 $19,490 - $22,480
-100 Reduced 2.35%
4,157 $877 Million
Q2 2024

Jul 30, 2024

BUY
$180.08 - $204.79 $1,620 - $1,843
9 Added 0.21%
4,257 $861 Million
Q1 2024

May 07, 2024

SELL
$167.09 - $200.3 $20,719 - $24,837
-124 Reduced 2.84%
4,248 $851 Million
Q4 2023

Feb 07, 2024

BUY
$135.69 - $170.3 $143,017 - $179,496
1,054 Added 31.77%
4,372 $744 Million
Q2 2023

Jul 13, 2023

BUY
$127.47 - $145.44 $24,729 - $28,215
194 Added 6.21%
3,318 $483 Million
Q1 2023

May 11, 2023

BUY
$124.91 - $143.8 $249 - $287
2 Added 0.06%
3,124 $407 Million
Q4 2022

Feb 10, 2023

BUY
$101.96 - $137.84 $318,319 - $430,336
3,122 New
3,122 $419 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 $734B
  • 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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