Bell & Brown Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History
Bell & Brown Wealth Advisors, LLC
- $256 Million
- Q3 2024
A detailed history of Bell & Brown Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Bell & Brown Wealth Advisors, LLC holds 33,950 shares of JPM stock, worth $8.79 Million. This represents 2.8% of its overall portfolio holdings.
Number of Shares
33,950
Previous 33,872
0.23%
Holding current value
$8.79 Million
Previous $6.85 Million
4.45%
% of portfolio
2.8%
Previous 2.8%
Shares
25 transactions
Others Institutions Holding JPM
# of Institutions
5,053Shares Held
2.01BCall Options Held
28.9MPut Options Held
31.4M-
Vanguard Group Inc Valley Forge, PA272MShares$70.5 Billion1.17% of portfolio
-
Black Rock Inc. New York, NY199MShares$51.4 Billion0.92% of portfolio
-
State Street Corp Boston, MA127MShares$32.9 Billion1.24% of portfolio
-
Morgan Stanley New York, NY68.8MShares$17.8 Billion1.19% of portfolio
-
Geode Capital Management, LLC Boston, MA59.2MShares$15.3 Billion1.13% of portfolio
About JPMORGAN CHASE & CO
- Ticker JPM
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 2,933,199,872
- Market Cap $759B
- 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 ...