Dynamic Wealth Strategies, LLC Jpmorgan Chase & CO Transaction History
Dynamic Wealth Strategies, LLC
- $119 Million
- Q1 2025
A detailed history of Dynamic Wealth Strategies, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 1,458 shares of JPM stock, worth $390,000. This represents 0.3% of its overall portfolio holdings.
Number of Shares
1,458
Previous 1,447
0.76%
Holding current value
$390,000
Previous $346,000
3.18%
% of portfolio
0.3%
Previous 0.31%
Shares
6 transactions
Others Institutions Holding JPM
# of Institutions
5,164Shares Held
1.99BCall Options Held
23.9MPut Options Held
25.6M-
Vanguard Group Inc Valley Forge, PA273MShares$73 Billion1.25% of portfolio
-
Black Rock Inc. New York, NY199MShares$53.1 Billion0.92% of portfolio
-
State Street Corp Boston, MA128MShares$34.1 Billion1.32% of portfolio
-
Morgan Stanley New York, NY69.4MShares$18.6 Billion1.25% of portfolio
-
Geode Capital Management, LLC Boston, MA60.8MShares$16.3 Billion1.2% of portfolio
About JPMORGAN CHASE & CO
- Ticker JPM
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 2,933,199,872
- Market Cap $785B
- 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 ...