A detailed history of Waters Parkerson & Co., LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Waters Parkerson & Co., LLC holds 360,850 shares of JPM stock, worth $85.7 Million. This represents 3.86% of its overall portfolio holdings.

Number of Shares
360,850
Previous 366,160 1.45%
Holding current value
$85.7 Million
Previous $74.1 Million 2.74%
% of portfolio
3.86%
Previous 3.94%

Shares

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

Nov 12, 2024

SELL
$194.9 - $224.8 $1.03 Million - $1.19 Million
-5,310 Reduced 1.45%
360,850 $76.1 Million
Q2 2024

Aug 12, 2024

SELL
$180.08 - $204.79 $1.36 Million - $1.54 Million
-7,527 Reduced 2.01%
366,160 $74.1 Million
Q1 2024

May 14, 2024

SELL
$167.09 - $200.3 $1.25 Million - $1.5 Million
-7,502 Reduced 1.97%
373,687 $74.8 Million
Q4 2023

Feb 14, 2024

SELL
$135.69 - $170.3 $1.04 Million - $1.31 Million
-7,687 Reduced 1.98%
381,189 $64.8 Million
Q3 2023

Nov 09, 2023

BUY
$143.21 - $158.0 $84,493 - $93,220
590 Added 0.15%
388,876 $56.4 Million
Q2 2023

Aug 14, 2023

SELL
$127.47 - $145.44 $311,791 - $355,746
-2,446 Reduced 0.63%
388,286 $56.5 Million
Q1 2023

May 02, 2023

BUY
$124.91 - $143.8 $104,424 - $120,216
836 Added 0.21%
390,732 $50.9 Million
Q4 2022

Feb 09, 2023

SELL
$101.96 - $137.84 $96,658 - $130,672
-948 Reduced 0.24%
389,896 $52.3 Million
Q3 2022

Nov 04, 2022

BUY
$20.73 - $120.58 $54,768 - $318,572
2,642 Added 0.68%
390,844 $40.8 Million
Q2 2022

Aug 01, 2022

BUY
$112.61 - $135.91 $955,946 - $1.15 Million
8,489 Added 2.24%
388,202 $43.7 Million
Q1 2022

May 13, 2022

BUY
$128.3 - $168.44 $997,532 - $1.31 Million
7,775 Added 2.09%
379,713 $51.8 Million
Q4 2021

Feb 14, 2022

SELL
$153.94 - $171.78 $127,154 - $141,890
-826 Reduced 0.22%
371,938 $58.9 Million
Q3 2021

Nov 04, 2021

SELL
$146.97 - $166.98 $162,107 - $184,178
-1,103 Reduced 0.3%
372,764 $61 Million
Q2 2021

Aug 10, 2021

SELL
$147.37 - $166.44 $548,363 - $619,323
-3,721 Reduced 0.99%
373,867 $58.2 Million
Q1 2021

May 12, 2021

SELL
$125.65 - $157.65 $130,173 - $163,325
-1,036 Reduced 0.27%
377,588 $57.5 Million
Q4 2020

Feb 10, 2021

BUY
$96.54 - $127.07 $761,217 - $1 Million
7,885 Added 2.13%
378,624 $48.1 Million
Q3 2020

Nov 16, 2020

SELL
$91.28 - $103.82 $155,176 - $176,494
-1,700 Reduced 0.46%
370,739 $35.7 Million
Q2 2020

Aug 13, 2020

BUY
$84.03 - $113.45 $5,882 - $7,941
70 Added 0.02%
372,439 $35 Million
Q1 2020

May 11, 2020

BUY
$79.03 - $141.09 $387,721 - $692,187
4,906 Added 1.34%
372,369 $33.5 Million
Q4 2019

Feb 13, 2020

SELL
$111.82 - $139.4 $94,823 - $118,211
-848 Reduced 0.23%
367,463 $51.2 Million
Q3 2019

Nov 13, 2019

SELL
$104.8 - $120.23 $729,722 - $837,161
-6,963 Reduced 1.86%
368,311 $43.3 Million
Q2 2019

Aug 06, 2019

SELL
$104.64 - $116.12 $142,624 - $158,271
-1,363 Reduced 0.36%
375,274 $42 Million
Q1 2019

May 13, 2019

BUY
$97.11 - $107.19 $365,813 - $403,784
3,767 Added 1.01%
376,637 $38.1 Million
Q4 2018

Feb 12, 2019

BUY
$92.14 - $115.32 $146,594 - $183,474
1,591 Added 0.43%
372,870 $36.4 Million
Q3 2018

Nov 13, 2018

SELL
$103.61 - $118.63 $46,935 - $53,739
-453 Reduced 0.12%
371,279 $41.9 Million
Q2 2018

Aug 13, 2018

SELL
$103.24 - $114.29 $183,973 - $203,664
-1,782 Reduced 0.48%
371,732 $38.7 Million
Q1 2018

May 09, 2018

SELL
$107.01 - $118.77 $1.79 Million - $1.99 Million
-16,715 Reduced 4.28%
373,514 $41.1 Million
Q4 2017

Feb 09, 2018

SELL
$95.86 - $107.83 $313,845 - $353,035
-3,274 Reduced 0.83%
390,229 $41.7 Million
Q3 2017

Nov 13, 2017

SELL
$88.42 - $95.51 $192,932 - $208,402
-2,182 Reduced 0.55%
393,503 $37.6 Million
Q2 2017

Aug 11, 2017

BUY
N/A
395,685
395,685 $36.2 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 $697B
  • 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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