A detailed history of Boyd Watterson Asset Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Boyd Watterson Asset Management LLC holds 39,023 shares of JPM stock, worth $8.58 Million. This represents 2.3% of its overall portfolio holdings.

Number of Shares
39,023
Previous 42,951 9.15%
Holding current value
$8.58 Million
Previous $8.69 Million 5.32%
% of portfolio
2.3%
Previous 2.53%

Shares

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

Oct 22, 2024

SELL
$194.9 - $224.8 $765,567 - $883,014
-3,928 Reduced 9.15%
39,023 $8.23 Million
Q2 2024

Aug 14, 2024

SELL
$180.08 - $204.79 $223,839 - $254,553
-1,243 Reduced 2.81%
42,951 $8.69 Million
Q1 2024

Apr 29, 2024

BUY
$167.09 - $200.3 $23,225 - $27,841
139 Added 0.32%
44,194 $8.85 Million
Q4 2023

Feb 02, 2024

SELL
$135.69 - $170.3 $16,282 - $20,436
-120 Reduced 0.27%
44,055 $7.49 Million
Q3 2023

Oct 23, 2023

SELL
$143.21 - $158.0 $11,170 - $12,324
-78 Reduced 0.18%
44,175 $6.41 Million
Q2 2023

Jul 27, 2023

BUY
$127.47 - $145.44 $90,248 - $102,971
708 Added 1.63%
44,253 $6.44 Million
Q1 2023

Apr 19, 2023

BUY
$124.91 - $143.8 $90,684 - $104,398
726 Added 1.7%
43,545 $5.67 Million
Q4 2022

Jan 18, 2023

BUY
$101.96 - $137.84 $2,141 - $2,894
21 Added 0.05%
42,819 $0
Q3 2022

Oct 18, 2022

BUY
$20.73 - $120.58 $2,238 - $13,022
108 Added 0.25%
42,798 $4.47 Million
Q2 2022

Jul 22, 2022

SELL
$112.61 - $135.91 $40,990 - $49,471
-364 Reduced 0.85%
42,690 $4.81 Million
Q1 2022

Apr 27, 2022

BUY
$128.3 - $168.44 $77,621 - $101,906
605 Added 1.43%
43,054 $5.87 Million
Q4 2021

Jan 26, 2022

SELL
$153.94 - $171.78 $54,186 - $60,466
-352 Reduced 0.82%
42,449 $6.72 Million
Q3 2021

Oct 21, 2021

BUY
$146.97 - $166.98 $41,151 - $46,754
280 Added 0.66%
42,801 $7.01 Million
Q2 2021

Jul 19, 2021

BUY
$147.37 - $166.44 $3,684 - $4,161
25 Added 0.06%
42,521 $6.61 Million
Q1 2021

Apr 27, 2021

SELL
$125.65 - $157.65 $5,654 - $7,094
-45 Reduced 0.11%
42,496 $6.47 Million
Q4 2020

Jan 20, 2021

BUY
$96.54 - $127.07 $42,477 - $55,910
440 Added 1.05%
42,541 $5.41 Million
Q3 2020

Oct 23, 2020

BUY
$91.28 - $103.82 $777,340 - $884,131
8,516 Added 25.36%
42,101 $4.05 Million
Q2 2020

Jul 15, 2020

BUY
$84.03 - $113.45 $3,529 - $4,764
42 Added 0.13%
33,585 $3.16 Million
Q1 2020

Apr 20, 2020

BUY
$79.03 - $141.09 $51,843 - $92,555
656 Added 1.99%
33,543 $3.02 Million
Q4 2019

Jan 16, 2020

SELL
$111.82 - $139.4 $7,827 - $9,758
-70 Reduced 0.21%
32,887 $4.58 Million
Q3 2019

Oct 17, 2019

SELL
$104.8 - $120.23 $40,033 - $45,927
-382 Reduced 1.15%
32,957 $3.88 Million
Q2 2019

Jul 24, 2019

SELL
$104.64 - $116.12 $217,965 - $241,877
-2,083 Reduced 5.88%
33,339 $3.73 Million
Q1 2019

Apr 09, 2019

BUY
$97.11 - $107.19 $190,238 - $209,985
1,959 Added 5.85%
35,422 $3.59 Million
Q4 2018

Jan 16, 2019

SELL
$92.14 - $115.32 $356,121 - $445,711
-3,865 Reduced 10.35%
33,463 $3.27 Million
Q3 2018

Oct 17, 2018

BUY
$103.61 - $118.63 $18,753 - $21,472
181 Added 0.49%
37,328 $4.21 Million
Q2 2018

Jul 18, 2018

SELL
$103.24 - $114.29 $30,662 - $33,944
-297 Reduced 0.79%
37,147 $3.87 Million
Q1 2018

Apr 19, 2018

SELL
$107.01 - $118.77 $88,390 - $98,104
-826 Reduced 2.16%
37,444 $4.12 Million
Q4 2017

Jan 11, 2018

SELL
$95.86 - $107.83 $766 - $862
-8 Reduced 0.02%
38,270 $4.09 Million
Q3 2017

Oct 19, 2017

BUY
$88.42 - $95.51 $3.38 Million - $3.66 Million
38,278
38,278 $3.66 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 $645B
  • 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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