Consilio Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History
Consilio Wealth Advisors, LLC
- $242 Million
- Q3 2024
A detailed history of Consilio Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Consilio Wealth Advisors, LLC holds 3,623 shares of JPM stock, worth $904,735. This represents 0.32% of its overall portfolio holdings.
Number of Shares
3,623
Previous 3,243
11.72%
Holding current value
$904,735
Previous $655,000
16.49%
% of portfolio
0.32%
Previous 0.29%
Shares
8 transactions
Others Institutions Holding JPM
# of Institutions
4,615Shares Held
1.96BCall Options Held
29.8MPut Options Held
35.7M-
Vanguard Group Inc Valley Forge, PA272MShares$68 Billion1.05% of portfolio
-
Black Rock Inc. New York, NY199MShares$49.6 Billion0.92% of portfolio
-
State Street Corp Boston, MA126MShares$31.5 Billion1.1% of portfolio
-
Morgan Stanley New York, NY69.2MShares$17.3 Billion1.08% of portfolio
-
Geode Capital Management, LLC Boston, MA58.3MShares$14.6 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 $732B
- 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 ...