Holistic Planning, LLC Jpmorgan Chase & CO Transaction History
Holistic Planning, LLC
- $130 Billion
- Q2 2024
A detailed history of Holistic Planning, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Holistic Planning, LLC holds 4,052 shares of JPM stock, worth $854,283. This represents 0.62% of its overall portfolio holdings.
Number of Shares
4,052
Previous 4,052
-0.0%
Holding current value
$854,283
Previous $812 Million
-0.0%
% of portfolio
0.62%
Previous 0.62%
Shares
2 transactions
Others Institutions Holding JPM
# of Institutions
4,537Shares Held
2.01BCall Options Held
26.2MPut Options Held
29.1M-
Vanguard Group Inc Valley Forge, PA271MShares$57.2 Billion1.07% of portfolio
-
Black Rock Inc. New York, NY199MShares$41.9 Billion0.92% of portfolio
-
State Street Corp Boston, MA126MShares$26.5 Billion1.13% of portfolio
-
Morgan Stanley New York, NY68.2MShares$14.4 Billion1.08% of portfolio
-
Geode Capital Management, LLC Boston, MA57.8MShares$12.2 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 $618B
- 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 ...