Cherry Tree Wealth Management, LLC Jpmorgan Chase & CO Transaction History
Cherry Tree Wealth Management, LLC
- $415 Billion
- Q1 2025
A detailed history of Cherry Tree Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 3,242 shares of JPM stock, worth $860,070. This represents 0.19% of its overall portfolio holdings.
Number of Shares
3,242
Previous 3,169
2.3%
Holding current value
$860,070
Previous $760 Million
4.69%
% of portfolio
0.19%
Previous 0.19%
Shares
6 transactions
Others Institutions Holding JPM
# of Institutions
5,181Shares Held
1.99BCall Options Held
24MPut Options Held
26.3M-
Vanguard Group Inc Valley Forge, PA273MShares$72.4 Billion1.25% of portfolio
-
Black Rock Inc. New York, NY199MShares$52.7 Billion0.92% of portfolio
-
State Street Corp Boston, MA128MShares$33.8 Billion1.32% of portfolio
-
Morgan Stanley New York, NY69.4MShares$18.4 Billion1.25% of portfolio
-
Geode Capital Management, LLC Boston, MA60.8MShares$16.1 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 $778B
- 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 ...