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 $11.5 Million. This represents 1.87% of its overall portfolio holdings.
Number of Shares
42,011
Previous 42,576
1.33%
Holding current value
$11.5 Million
Previous $8.61 Million
2.83%
% of portfolio
1.87%
Previous 2.27%
Shares
29 transactions
Others Institutions Holding JPM
# of Institutions
5,190Shares Held
1.99BCall Options Held
24MPut Options Held
26.3M-
Vanguard Group Inc Valley Forge, PA273MShares$74.7 Billion1.25% of portfolio
-
Black Rock Inc. New York, NY199MShares$54.4 Billion0.92% of portfolio
-
State Street Corp Boston, MA128MShares$34.9 Billion1.32% of portfolio
-
Morgan Stanley New York, NY69.4MShares$19 Billion1.25% of portfolio
-
Geode Capital Management, LLC Boston, MA60.8MShares$16.7 Billion1.2% of portfolio
About JPMORGAN CHASE & CO
- Ticker JPM
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 2,933,199,872
- Market Cap $804B
- 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 ...