A detailed history of Waypoint Wealth Counsel transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Waypoint Wealth Counsel holds 7,151 shares of JPM stock, worth $1.72 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
7,151
Previous 6,801 5.15%
Holding current value
$1.72 Million
Previous $1.38 Billion 9.62%
% of portfolio
1.01%
Previous 1.05%

Shares

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

Oct 04, 2024

BUY
$194.9 - $224.8 $68,215 - $78,680
350 Added 5.15%
7,151 $1.51 Billion
Q2 2024

Jul 19, 2024

BUY
$180.08 - $204.79 $2,881 - $3,276
16 Added 0.24%
6,801 $1.38 Billion
Q1 2024

Apr 12, 2024

BUY
$167.09 - $200.3 $15,038 - $18,027
90 Added 1.34%
6,785 $1.36 Billion
Q4 2023

Apr 03, 2024

SELL
$135.69 - $170.3 $4,884 - $6,130
-36 Reduced 0.53%
6,695 $1.14 Billion
Q2 2023

Apr 02, 2024

SELL
$127.47 - $145.44 $16,953 - $19,343
-133 Reduced 1.94%
6,731 $979 Million
Q1 2023

Apr 04, 2024

BUY
$124.91 - $143.8 $14,989 - $17,256
120 Added 1.79%
6,815 $888 Million
Q4 2022

Mar 22, 2024

BUY
$101.96 - $137.84 $699,853 - $946,133
6,864 New
6,864 $920 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 $708B
  • 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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