Copia Wealth Management Jpmorgan Chase & CO Transaction History
Copia Wealth Management
- $135 Billion
- Q3 2025
A detailed history of Copia Wealth Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Copia Wealth Management holds 568 shares of JPM stock, worth $176,716. This represents 0.13% of its overall portfolio holdings.
Number of Shares
568
Previous 341
66.57%
Holding current value
$176,716
Previous $98.9 Million
81.23%
% of portfolio
0.13%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding JPM
# of Institutions
5,376Shares Held
2.01BCall Options Held
28.8MPut Options Held
30.3M-
Vanguard Group Inc Valley Forge, PA272MShares$84.6 Billion1.32% of portfolio
-
Black Rock Inc. New York, NY199MShares$61.8 Billion0.92% of portfolio
-
State Street Corp Boston, MA125MShares$39 Billion1.4% of portfolio
-
Morgan Stanley New York, NY67MShares$20.8 Billion1.31% of portfolio
-
Geode Capital Management, LLC Boston, MA61.1MShares$19 Billion1.28% of portfolio
About JPMORGAN CHASE & CO
- Ticker JPM
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 2,933,199,872
- Market Cap $913B
- 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 ...