Up Strategic Wealth Investment Advisors LLC Jpmorgan Chase & CO Transaction History
Up Strategic Wealth Investment Advisors LLC
- $66 Billion
- Q2 2024
A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 3,545 shares of JPM stock, worth $875,827. This represents 1.09% of its overall portfolio holdings.
Number of Shares
3,545
Previous 3,370
5.19%
Holding current value
$875,827
Previous $675 Million
6.22%
% of portfolio
1.09%
Previous 1.1%
Shares
2 transactions
Others Institutions Holding JPM
# of Institutions
4,565Shares Held
2.02BCall Options Held
26MPut Options Held
29M-
Vanguard Group Inc Valley Forge, PA271MShares$67 Billion1.07% of portfolio
-
Black Rock Inc. New York, NY199MShares$49.1 Billion0.92% of portfolio
-
State Street Corp Boston, MA126MShares$31.1 Billion1.13% of portfolio
-
Morgan Stanley New York, NY68.2MShares$16.9 Billion1.08% of portfolio
-
Geode Capital Management, LLC Boston, MA57.8MShares$14.3 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 $725B
- 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 ...