Bernard Wealth Management Corp. Jpmorgan Chase & CO Transaction History
Bernard Wealth Management Corp.
- $205 Billion
- Q1 2025
A detailed history of Bernard Wealth Management Corp. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 17,615 shares of JPM stock, worth $4.75 Million. This represents 2.11% of its overall portfolio holdings.
Number of Shares
17,615
Previous 8,631
104.09%
Holding current value
$4.75 Million
Previous $2.07 Billion
108.85%
% of portfolio
2.11%
Previous 0.97%
Shares
3 transactions
Others Institutions Holding JPM
# of Institutions
5,190Shares Held
1.99BCall Options Held
24MPut Options Held
26.3M-
Vanguard Group Inc Valley Forge, PA273MShares$73.5 Billion1.25% of portfolio
-
Black Rock Inc. New York, NY199MShares$53.6 Billion0.92% of portfolio
-
State Street Corp Boston, MA128MShares$34.4 Billion1.32% of portfolio
-
Morgan Stanley New York, NY69.4MShares$18.7 Billion1.25% of portfolio
-
Geode Capital Management, LLC Boston, MA60.8MShares$16.4 Billion1.2% of portfolio
About JPMORGAN CHASE & CO
- Ticker JPM
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 2,933,199,872
- Market Cap $791B
- 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 ...