Waterford Advisors, LLC Jpmorgan Chase & CO Transaction History
Waterford Advisors, LLC
- $239 Million
- Q2 2024
A detailed history of Waterford Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Waterford Advisors, LLC holds 2,257 shares of JPM stock, worth $461,217. This represents 0.19% of its overall portfolio holdings.
Number of Shares
2,257
Previous 2,157
4.64%
Holding current value
$461,217
Previous $432,000
5.56%
% of portfolio
0.19%
Previous 0.18%
Shares
7 transactions
Others Institutions Holding JPM
# of Institutions
4,531Shares Held
2.01BCall Options Held
26.2MPut Options Held
29.1M-
Vanguard Group Inc Valley Forge, PA271MShares$55.5 Billion1.07% of portfolio
-
Black Rock Inc. New York, NY199MShares$40.6 Billion0.92% of portfolio
-
State Street Corp Boston, MA126MShares$25.7 Billion1.13% of portfolio
-
Morgan Stanley New York, NY68.2MShares$13.9 Billion1.08% of portfolio
-
Geode Capital Management, LLC Boston, MA57.8MShares$11.8 Billion1.04% of portfolio
About JPMORGAN CHASE & CO
- Ticker JPM
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 2,933,199,872
- Market Cap $599B
- 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 ...