A detailed history of Waypoint Wealth Partners Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Waypoint Wealth Partners Inc. holds 1,461 shares of JPM stock, worth $348,243. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,461
Previous 3,071 52.43%
Holding current value
$348,243
Previous $621,000 50.56%
% of portfolio
0.08%
Previous 0.19%

Shares

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

Nov 08, 2024

SELL
$194.9 - $224.8 $313,789 - $361,928
-1,610 Reduced 52.43%
1,461 $307,000
Q2 2024

Jul 24, 2024

BUY
$180.08 - $204.79 $553,025 - $628,910
3,071 New
3,071 $621,000

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 $699B
  • 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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