Brass Tax Wealth Management, Inc Jpmorgan Chase & CO Transaction History
Brass Tax Wealth Management, Inc
- $519 Billion
- Q2 2025
A detailed history of Brass Tax Wealth Management, Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 10,258 shares of JPM stock, worth $3.16 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
10,258
Previous 9,935
3.25%
Holding current value
$3.16 Million
Previous $2.44 Billion
22.03%
% of portfolio
0.57%
Previous 0.51%
Shares
8 transactions
Others Institutions Holding JPM
# of Institutions
5,339Shares Held
2.09BCall Options Held
28.7MPut Options Held
30.3M-
Vanguard Group Inc Valley Forge, PA272MShares$83.7 Billion1.32% of portfolio
-
Black Rock Inc. New York, NY199MShares$61.1 Billion0.92% of portfolio
-
State Street Corp Boston, MA125MShares$38.5 Billion1.4% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX72.9MShares$22.4 Billion2.1% of portfolio
-
Morgan Stanley New York, NY67MShares$20.6 Billion1.31% of portfolio
About JPMORGAN CHASE & CO
- Ticker JPM
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 2,933,199,872
- Market Cap $903B
- 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 ...