4 Wealth Advisors, Inc. Jpmorgan Chase & CO Transaction History
4 Wealth Advisors, Inc.
- $112 Billion
- Q3 2025
A detailed history of 4 Wealth Advisors, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, 4 Wealth Advisors, Inc. holds 2,274 shares of JPM stock, worth $714,513. This represents 0.64% of its overall portfolio holdings.
Number of Shares
2,274
Previous 2,256
0.8%
Holding current value
$714,513
Previous $654 Million
9.71%
% of portfolio
0.64%
Previous 0.66%
Shares
4 transactions
Others Institutions Holding JPM
# of Institutions
5,386Shares Held
2.01BCall Options Held
28.7MPut Options Held
30.2M-
Vanguard Group Inc Valley Forge, PA266MShares$83.5 Billion1.3% of portfolio
-
Black Rock Inc. New York, NY199MShares$62.4 Billion0.92% of portfolio
-
State Street Corp Boston, MA125MShares$39.4 Billion1.4% of portfolio
-
Morgan Stanley New York, NY67MShares$21 Billion1.31% of portfolio
-
Geode Capital Management, LLC Boston, MA61.1MShares$19.2 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 $922B
- 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 ...