Sonoma Private Wealth LLC Jpmorgan Chase & CO Transaction History
Sonoma Private Wealth LLC
- $64.2 Billion
- Q3 2024
A detailed history of Sonoma Private Wealth LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 1,610 shares of JPM stock, worth $380,571. This represents 0.53% of its overall portfolio holdings.
Number of Shares
1,610
Previous 1,540
4.55%
Holding current value
$380,571
Previous $311 Million
8.99%
% of portfolio
0.53%
Previous 0.51%
Shares
6 transactions
Others Institutions Holding JPM
# of Institutions
4,572Shares Held
2.01BCall Options Held
26MPut Options Held
29.1M-
Vanguard Group Inc Valley Forge, PA271MShares$64.1 Billion1.07% of portfolio
-
Black Rock Inc. New York, NY199MShares$47 Billion0.92% of portfolio
-
State Street Corp Boston, MA126MShares$29.8 Billion1.13% of portfolio
-
Morgan Stanley New York, NY68.2MShares$16.1 Billion1.08% of portfolio
-
Geode Capital Management, LLC Boston, MA57.8MShares$13.7 Billion1.04% of portfolio
About JPMORGAN CHASE & CO
- Ticker JPM
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 2,933,199,872
- Market Cap $693B
- 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 ...