A detailed history of Waverton Investment Management LTD transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Waverton Investment Management LTD holds 408,819 shares of JPM stock, worth $97.1 Million. This represents 1.59% of its overall portfolio holdings.

Number of Shares
408,819
Previous 323,458 26.39%
Holding current value
$97.1 Million
Previous $65.4 Million 31.71%
% of portfolio
1.59%
Previous 1.28%

Shares

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

Nov 05, 2024

BUY
$194.9 - $224.8 $16.6 Million - $19.2 Million
85,361 Added 26.39%
408,819 $86.2 Million
Q2 2024

Aug 05, 2024

BUY
$180.08 - $204.79 $2.87 Million - $3.27 Million
15,956 Added 5.19%
323,458 $65.4 Million
Q1 2024

May 08, 2024

BUY
$167.09 - $200.3 $522,156 - $625,937
3,125 Added 1.03%
307,502 $61.6 Million
Q4 2023

Feb 09, 2024

BUY
$135.69 - $170.3 $2.66 Million - $3.33 Million
19,581 Added 6.88%
304,377 $51.8 Million
Q3 2023

Nov 06, 2023

BUY
$143.21 - $158.0 $2.66 Million - $2.94 Million
18,592 Added 6.98%
284,796 $41.3 Million
Q2 2023

Aug 02, 2023

BUY
$127.47 - $145.44 $12.9 Million - $14.7 Million
101,142 Added 61.28%
266,204 $38.7 Million
Q1 2023

Apr 27, 2023

BUY
$124.91 - $143.8 $2.78 Million - $3.2 Million
22,282 Added 15.61%
165,062 $21.5 Million
Q4 2022

Feb 02, 2023

BUY
$101.96 - $137.84 $1.14 Million - $1.54 Million
11,161 Added 8.48%
142,780 $19.1 Million
Q3 2022

Oct 19, 2022

BUY
$20.73 - $120.58 $452,577 - $2.63 Million
21,832 Added 19.89%
131,619 $13.8 Million
Q2 2022

Jul 13, 2022

BUY
$112.61 - $135.91 $995,359 - $1.2 Million
8,839 Added 8.76%
109,787 $12.4 Million
Q1 2022

Apr 26, 2022

BUY
$128.3 - $168.44 $55,553 - $72,934
433 Added 0.43%
100,948 $13.8 Million
Q4 2021

Feb 07, 2022

BUY
$153.94 - $171.78 $15.5 Million - $17.3 Million
100,515 New
100,515 $15.9 Million
Q1 2021

Apr 27, 2021

SELL
$125.65 - $157.65 $2.17 Million - $2.72 Million
-17,256 Closed
0 $0
Q3 2020

Oct 28, 2020

SELL
$91.28 - $103.82 $44,909 - $51,079
-492 Reduced 2.77%
17,256 $1.66 Million
Q2 2020

Jul 16, 2020

BUY
$84.03 - $113.45 $205,033 - $276,818
2,440 Added 15.94%
17,748 $1.67 Million
Q1 2020

Apr 30, 2020

SELL
$79.03 - $141.09 $73.3 Million - $131 Million
-927,406 Reduced 98.38%
15,308 $1.38 Million
Q4 2019

Jan 23, 2020

BUY
$111.82 - $139.4 $105 Million - $131 Million
942,714 New
942,714 $131 Million
Q4 2019

Jan 22, 2020

SELL
$111.82 - $139.4 $113 Million - $141 Million
-1,012,122 Closed
0 $0
Q3 2019

Oct 29, 2019

SELL
$104.8 - $120.23 $4.48 Million - $5.14 Million
-42,752 Reduced 4.05%
1,012,122 $119 Million
Q2 2019

Jul 17, 2019

BUY
$104.64 - $116.12 $5.3 Million - $5.88 Million
50,629 Added 5.04%
1,054,874 $118 Million
Q1 2019

Apr 18, 2019

BUY
$97.11 - $107.19 $1.64 Million - $1.81 Million
16,907 Added 1.71%
1,004,245 $102 Million
Q4 2018

Jan 14, 2019

BUY
$92.14 - $115.32 $5.2 Million - $6.51 Million
56,460 Added 6.07%
987,338 $96.4 Million
Q3 2018

Oct 04, 2018

BUY
$103.61 - $118.63 $22.6 Million - $25.8 Million
217,731 Added 30.53%
930,878 $105 Million
Q2 2018

Aug 22, 2018

BUY
$103.24 - $114.29 $73.6 Million - $81.5 Million
713,043 Added 685618.25%
713,147 $0
Q2 2018

Aug 21, 2018

SELL
$103.24 - $114.29 $3.82 Million - $4.23 Million
-36,994 Reduced 99.72%
104 $713,000
Q1 2018

Apr 06, 2018

BUY
$107.01 - $118.77 $50,936 - $56,534
476 Added 1.3%
37,098 $4.08 Million
Q4 2017

Jan 10, 2018

SELL
$95.86 - $107.83 $19,172 - $21,566
-200 Reduced 0.54%
36,622 $3.92 Million
Q3 2017

Oct 12, 2017

BUY
$88.42 - $95.51 $3.26 Million - $3.52 Million
36,822
36,822 $3.52 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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