Concentric Wealth Management, LLC Jpmorgan Chase & CO Transaction History
Concentric Wealth Management, LLC
- $379 Million
- Q2 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 42,576 shares of JPM stock, worth $9.43 Million. This represents 2.27% of its overall portfolio holdings.
Number of Shares
42,576
Previous 42,500
0.18%
Holding current value
$9.43 Million
Previous $8.51 Million
1.16%
% of portfolio
2.27%
Previous 2.27%
Shares
28 transactions
Others Institutions Holding JPM
# of Institutions
4,560Shares Held
2.02BCall Options Held
26MPut Options Held
29M-
Vanguard Group Inc Valley Forge, PA271MShares$60.1 Billion1.07% of portfolio
-
Black Rock Inc. New York, NY199MShares$44 Billion0.92% of portfolio
-
State Street Corp Boston, MA126MShares$27.9 Billion1.13% of portfolio
-
Morgan Stanley New York, NY68.2MShares$15.1 Billion1.08% of portfolio
-
Geode Capital Management, LLC Boston, MA57.8MShares$12.8 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 $650B
- 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 ...