A detailed history of Waterloo Capital, L.P. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Waterloo Capital, L.P. holds 16,504 shares of JPM stock, worth $3.66 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
16,504
Previous 17,167 3.86%
Holding current value
$3.66 Million
Previous $3.44 Billion 2.92%
% of portfolio
0.4%
Previous 0.44%

Shares

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

Aug 12, 2024

SELL
$180.08 - $204.79 $119,393 - $135,775
-663 Reduced 3.86%
16,504 $3.34 Billion
Q1 2024

May 13, 2024

BUY
$167.09 - $200.3 $61,322 - $73,510
367 Added 2.18%
17,167 $3.44 Billion
Q4 2023

Feb 13, 2024

BUY
$135.69 - $170.3 $789,037 - $990,294
5,815 Added 52.94%
16,800 $2.86 Billion
Q3 2023

Nov 14, 2023

BUY
$143.21 - $158.0 $152,948 - $168,744
1,068 Added 10.77%
10,985 $1.59 Billion
Q2 2023

Aug 11, 2023

SELL
$127.47 - $145.44 $78,266 - $89,300
-614 Reduced 5.83%
9,917 $1.44 Billion
Q1 2023

May 15, 2023

BUY
$124.91 - $143.8 $293,038 - $337,354
2,346 Added 28.66%
10,531 $1.37 Billion
Q1 2020

Jun 01, 2020

BUY
$79.03 - $141.09 $646,860 - $1.15 Million
8,185 New
8,185 $737,000

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 $651B
  • 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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