Waterfront Wealth Inc. Jpmorgan Chase & CO Transaction History

Waterfront Wealth Inc.

$400 Million
Q3 2024

A detailed history of Waterfront Wealth Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Waterfront Wealth Inc. holds 9,374 shares of JPM stock, worth $2.34 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

9,374

Previous 9,071 3.34%

Holding current value

$2.34 Million

Previous $1.83 Million 7.69%

% of portfolio

0.49%

Previous 0.52%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$194.9 - $224.8 $59,054 - $68,114	303 Added 3.34%	9,374 $1.98 Million
Q2 2024 Aug 01, 2024	BUY	$180.08 - $204.79 $29,353 - $33,380	163 Added 1.83%	9,071 $1.83 Million
Q1 2024 May 13, 2024	BUY	$167.09 - $200.3 $4,845 - $5,808	29 Added 0.33%	8,908 $1.78 Million
Q4 2023 Jan 31, 2024	BUY	$135.69 - $170.3 $19,675 - $24,693	145 Added 1.66%	8,879 $1.51 Million
Q3 2023 Nov 09, 2023	BUY	$143.21 - $158.0 $27,066 - $29,862	189 Added 2.21%	8,734 $1.27 Million
Q2 2023 Jul 28, 2023	BUY	$127.47 - $145.44 $104,780 - $119,551	822 Added 10.64%	8,545 $1.24 Million
Q1 2023 Apr 19, 2023	BUY	$124.91 - $143.8 $33,226 - $38,250	266 Added 3.57%	7,723 $1.01 Million
Q4 2022 Jan 30, 2023	SELL	$101.96 - $137.84 $14,172 - $19,159	-139 Reduced 1.83%	7,457 $1 Million
Q3 2022 Nov 01, 2022	BUY	$20.73 - $120.58 $38,951 - $226,569	1,879 Added 32.87%	7,596 $955,000
Q2 2022 Jul 25, 2022	BUY	$112.61 - $135.91 $214,296 - $258,636	1,903 Added 49.9%	5,717 $644,000
Q1 2022 May 13, 2022	BUY	$128.3 - $168.44 $230,170 - $302,181	1,794 Added 88.81%	3,814 $506,000
Q4 2021 Feb 14, 2022	BUY	$153.94 - $171.78 $112,991 - $126,086	734 Added 57.08%	2,020 $320,000
Q3 2021 Nov 02, 2021	BUY	$146.97 - $166.98 $189,003 - $214,736	1,286 New	1,286 $211,000

Others Institutions Holding JPM

# of Institutions

4,615

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $733B
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 ...

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Waterfront Wealth Inc. Jpmorgan Chase & CO Transaction History