Cherry Tree Wealth Management, LLC Jpmorgan Chase & CO Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q2 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 3,169 shares of JPM stock, worth $750,989. This represents 0.16% of its overall portfolio holdings.
Number of Shares
3,169
Previous 3,139
0.96%
Holding current value
$750,989
Previous $629 Million
1.94%
% of portfolio
0.16%
Previous 0.16%
Shares
5 transactions
Others Institutions Holding JPM
# of Institutions
4,573Shares Held
2.01BCall Options Held
26MPut Options Held
29M-
Vanguard Group Inc Valley Forge, PA271MShares$64.3 Billion1.07% of portfolio
-
Black Rock Inc. New York, NY199MShares$47.1 Billion0.92% of portfolio
-
State Street Corp Boston, MA126MShares$29.8 Billion1.13% of portfolio
-
Morgan Stanley New York, NY68.2MShares$16.2 Billion1.08% of portfolio
-
Geode Capital Management, LLC Boston, MA57.8MShares$13.7 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 $695B
- 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 ...