Heritage Wealth Management, Inc./Texas Jpmorgan Chase & CO Transaction History
Heritage Wealth Management, Inc./Texas
- $173 Billion
- Q3 2024
A detailed history of Heritage Wealth Management, Inc./Texas transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 1,513 shares of JPM stock, worth $362,045. This represents 0.18% of its overall portfolio holdings.
Number of Shares
1,513
Previous 1,511
0.13%
Holding current value
$362,045
Previous $306 Million
4.36%
% of portfolio
0.18%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding JPM
# of Institutions
4,573Shares Held
2.01BCall Options Held
26MPut Options Held
29M-
Vanguard Group Inc Valley Forge, PA271MShares$64.9 Billion1.07% of portfolio
-
Black Rock Inc. New York, NY199MShares$47.5 Billion0.92% of portfolio
-
State Street Corp Boston, MA126MShares$30.1 Billion1.13% of portfolio
-
Morgan Stanley New York, NY68.2MShares$16.3 Billion1.08% of portfolio
-
Geode Capital Management, LLC Boston, MA58.3MShares$14 Billion1.01% of portfolio
About JPMORGAN CHASE & CO
- Ticker JPM
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 2,933,199,872
- Market Cap $702B
- 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 ...