Bernard Wealth Management Corp. Jpmorgan Chase & CO Transaction History
Bernard Wealth Management Corp.
- $216 Billion
- Q2 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 12,519 shares of JPM stock, worth $3.59 Million. This represents 1.68% of its overall portfolio holdings.
Number of Shares
12,519
Previous 17,615
28.93%
Holding current value
$3.59 Million
Previous $4.32 Billion
16.0%
% of portfolio
1.68%
Previous 2.11%
Shares
4 transactions
Others Institutions Holding JPM
# of Institutions
5,261Shares Held
2.04BCall Options Held
23.3MPut Options Held
26.3M-
Vanguard Group Inc Valley Forge, PA273MShares$78.3 Billion1.25% of portfolio
-
Black Rock Inc. New York, NY199MShares$57 Billion0.92% of portfolio
-
State Street Corp Boston, MA128MShares$36.6 Billion1.32% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX72.9MShares$20.9 Billion2.1% of portfolio
-
Morgan Stanley New York, NY69.4MShares$19.9 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 $842B
- 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 ...