A detailed history of Waypoint Capital Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Waypoint Capital Advisors, LLC holds 6,808 shares of JPM stock, worth $1.44 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
6,808
Previous 6,635 2.61%
Holding current value
$1.44 Million
Previous $1.33 Million 3.61%
% of portfolio
0.35%
Previous 0.35%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024

BUY
$180.08 - $204.79 $31,153 - $35,428
173 Added 2.61%
6,808 $1.38 Million
Q1 2024

Apr 30, 2024

BUY
$167.09 - $200.3 $22,055 - $26,439
132 Added 2.03%
6,635 $1.33 Million
Q4 2023

Jan 22, 2024

BUY
$135.69 - $170.3 $407 - $510
3 Added 0.05%
6,503 $1.11 Million
Q3 2023

Oct 25, 2023

SELL
$143.21 - $158.0 $16,039 - $17,696
-112 Reduced 1.69%
6,500 $942,000
Q2 2023

Jul 13, 2023

BUY
$127.47 - $145.44 $10,325 - $11,780
81 Added 1.24%
6,612 $961,000
Q1 2023

Apr 13, 2023

SELL
$124.91 - $143.8 $16,737 - $19,269
-134 Reduced 2.01%
6,531 $851,000
Q4 2022

Jan 23, 2023

BUY
$101.96 - $137.84 $38,846 - $52,517
381 Added 6.06%
6,665 $0
Q3 2022

Oct 17, 2022

SELL
$20.73 - $120.58 $5,141 - $29,903
-248 Reduced 3.8%
6,284 $654,000
Q2 2022

Jul 18, 2022

BUY
$112.61 - $135.91 $13,287 - $16,037
118 Added 1.84%
6,532 $736,000
Q1 2022

Apr 19, 2022

SELL
$128.3 - $168.44 $15,011 - $19,707
-117 Reduced 1.79%
6,414 $875,000
Q4 2021

Feb 07, 2022

BUY
$153.94 - $171.78 $1.01 Million - $1.12 Million
6,531 New
6,531 $1.03 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 $620B
  • 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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