Bernardo Wealth Planning LLC Jpmorgan Chase & CO Transaction History
Bernardo Wealth Planning LLC
- $412 Million
- Q3 2024
A detailed history of Bernardo Wealth Planning LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 2,250 shares of JPM stock, worth $494,505. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,250
Previous 2,404
6.41%
Holding current value
$494,505
Previous $486,000
3.91%
% of portfolio
0.12%
Previous 0.13%
Shares
22 transactions
Others Institutions Holding JPM
# of Institutions
4,556Shares Held
2.02BCall Options Held
26MPut Options Held
29M-
Vanguard Group Inc Valley Forge, PA271MShares$59.6 Billion1.07% of portfolio
-
Black Rock Inc. New York, NY199MShares$43.7 Billion0.92% of portfolio
-
State Street Corp Boston, MA126MShares$27.7 Billion1.13% of portfolio
-
Morgan Stanley New York, NY68.2MShares$15 Billion1.08% of portfolio
-
Geode Capital Management, LLC Boston, MA57.8MShares$12.7 Billion1.04% of portfolio
About JPMORGAN CHASE & CO
- Ticker JPM
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 2,933,199,872
- Market Cap $645B
- 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 ...