Caldwell Investment Management Ltd. Jpmorgan Chase & CO Transaction History
Caldwell Investment Management Ltd.
- $123 Million
- Q1 2024
A detailed history of Caldwell Investment Management Ltd. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Caldwell Investment Management Ltd. holds 8,300 shares of JPM stock, worth $1.7 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
8,300
Previous 11,460
27.57%
Holding current value
$1.7 Million
Previous $1.95 Million
14.73%
% of portfolio
1.36%
Previous 1.52%
Shares
2 transactions
Others Institutions Holding JPM
# of Institutions
4,423Shares Held
1.98BCall Options Held
35.5MPut Options Held
32.6M-
Vanguard Group Inc Valley Forge, PA271MShares$55.5 Billion1.09% of portfolio
-
Black Rock Inc. New York, NY196MShares$40.2 Billion0.93% of portfolio
-
State Street Corp Boston, MA126MShares$25.8 Billion1.14% of portfolio
-
Morgan Stanley New York, NY66.7MShares$13.7 Billion1.09% of portfolio
-
Geode Capital Management, LLC Boston, MA56.9MShares$11.7 Billion1.07% of portfolio
About JPMORGAN CHASE & CO
- Ticker JPM
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 2,933,199,872
- Market Cap $601B
- 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 ...