A detailed history of Waterway Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Waterway Wealth Management, LLC holds 4,566 shares of JPM stock, worth $1.1 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
4,566
Previous 3,955 15.45%
Holding current value
$1.1 Million
Previous $800 Million 20.37%
% of portfolio
0.41%
Previous 0.39%

Shares

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

Oct 21, 2024

BUY
$194.9 - $224.8 $119,083 - $137,352
611 Added 15.45%
4,566 $963 Million
Q2 2024

Jul 25, 2024

BUY
$180.08 - $204.79 $146,044 - $166,084
811 Added 25.8%
3,955 $800 Million
Q1 2024

Apr 18, 2024

BUY
$167.09 - $200.3 $24,060 - $28,843
144 Added 4.8%
3,144 $630 Million
Q4 2023

Jan 17, 2024

BUY
$135.69 - $170.3 $407,070 - $510,900
3,000 New
3,000 $510 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 $706B
  • 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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