Concentric Wealth Management, LLC Jpmorgan Chase & CO Transaction History
Concentric Wealth Management, LLC
- $473 Million
- Q3 2024
A detailed history of Concentric Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Concentric Wealth Management, LLC holds 42,011 shares of JPM stock, worth $9.98 Million. This represents 1.87% of its overall portfolio holdings.
Number of Shares
42,011
Previous 42,576
1.33%
Holding current value
$9.98 Million
Previous $8.61 Million
2.83%
% of portfolio
1.87%
Previous 2.27%
Shares
29 transactions
Others Institutions Holding JPM
# of Institutions
4,616Shares Held
1.95BCall Options Held
29.8MPut Options Held
35.7M-
Vanguard Group Inc Valley Forge, PA272MShares$64.7 Billion1.05% of portfolio
-
Black Rock Inc. New York, NY199MShares$47.2 Billion0.92% of portfolio
-
State Street Corp Boston, MA126MShares$30 Billion1.1% of portfolio
-
Morgan Stanley New York, NY69.2MShares$16.4 Billion1.08% of portfolio
-
Geode Capital Management, LLC Boston, MA58.3MShares$13.9 Billion1.01% of portfolio
About JPMORGAN CHASE & CO
- Ticker JPM
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 2,933,199,872
- Market Cap $697B
- 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 ...