David Wealth Management LLC Jpmorgan Chase & CO Transaction History
David Wealth Management LLC
- $134 Billion
- Q2 2025
A detailed history of David Wealth Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, David Wealth Management LLC holds 1,299 shares of JPM stock, worth $380,412. This represents 0.28% of its overall portfolio holdings.
Number of Shares
1,299
Previous 1,287
0.93%
Holding current value
$380,412
Previous $316 Million
19.29%
% of portfolio
0.28%
Previous 0.26%
Shares
3 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$79.6 Billion1.32% of portfolio
-
Black Rock Inc. New York, NY199MShares$58.2 Billion0.92% of portfolio
-
State Street Corp Boston, MA128MShares$37.3 Billion1.32% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX72.9MShares$21.3 Billion2.1% of portfolio
-
Morgan Stanley New York, NY69.4MShares$20.3 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 $859B
- 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 ...