Wealth Plan Partners, LLC Jpmorgan Chase & CO Transaction History
Wealth Plan Partners, LLC
- $709 Billion
- Q1 2025
A detailed history of Wealth Plan Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 25,247 shares of JPM stock, worth $6.38 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
25,247
Previous 25,477
0.9%
Holding current value
$6.38 Million
Previous $6.11 Billion
1.41%
% of portfolio
0.87%
Previous 0.87%
Shares
27 transactions
Others Institutions Holding JPM
# of Institutions
5,141Shares Held
2BCall Options Held
28.6MPut Options Held
30.7M-
Vanguard Group Inc Valley Forge, PA273MShares$68.9 Billion1.25% of portfolio
-
Black Rock Inc. New York, NY199MShares$50.2 Billion0.92% of portfolio
-
State Street Corp Boston, MA127MShares$32.1 Billion1.24% of portfolio
-
Morgan Stanley New York, NY68.8MShares$17.4 Billion1.19% of portfolio
-
Geode Capital Management, LLC Boston, MA59.2MShares$15 Billion1.13% of portfolio
About JPMORGAN CHASE & CO
- Ticker JPM
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 2,933,199,872
- Market Cap $741B
- 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 ...