Davies Financial Advisors, Inc. Jpmorgan Chase & CO Transaction History
Davies Financial Advisors, Inc.
- $129 Billion
- Q2 2025
A detailed history of Davies Financial Advisors, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Davies Financial Advisors, Inc. holds 2,680 shares of JPM stock, worth $776,020. This represents 0.6% of its overall portfolio holdings.
Number of Shares
2,680
Previous 2,739
2.15%
Holding current value
$776,020
Previous $672 Million
15.62%
% of portfolio
0.6%
Previous 0.57%
Shares
6 transactions
Others Institutions Holding JPM
# of Institutions
5,262Shares Held
2.04BCall Options Held
23.2MPut Options Held
26.9M-
Vanguard Group Inc Valley Forge, PA272MShares$78.7 Billion1.32% of portfolio
-
Black Rock Inc. New York, NY199MShares$57.5 Billion0.92% of portfolio
-
State Street Corp Boston, MA128MShares$36.9 Billion1.32% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX72.9MShares$21.1 Billion2.1% of portfolio
-
Morgan Stanley New York, NY69.4MShares$20.1 Billion1.25% of portfolio
About JPMORGAN CHASE & CO
- Ticker JPM
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 2,933,199,872
- Market Cap $849B
- 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 ...