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 4,257 shares of JPM stock, worth $926,450. This represents 0.37% of its overall portfolio holdings.

Number of Shares
4,257
Previous 4,248 0.21%
Holding current value
$926,450
Previous $851 Million 1.19%
% of portfolio
0.37%
Previous 0.38%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $638B
  • 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
Track This Portfolio

Track Watershed Private Wealth LLC Portfolio

Follow Watershed Private Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Watershed Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Watershed Private Wealth LLC with notifications on news.