Continuum Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History
Continuum Wealth Advisors, LLC
- $192 Million
- Q3 2025
A detailed history of Continuum Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Continuum Wealth Advisors, LLC holds 1,448 shares of JPM stock, worth $453,832. This represents 0.24% of its overall portfolio holdings.
Number of Shares
1,448
Previous 1,282
12.95%
Holding current value
$453,832
Previous $371,000
22.91%
% of portfolio
0.24%
Previous 0.22%
Shares
5 transactions
Others Institutions Holding JPM
# of Institutions
5,386Shares Held
2.02BCall Options Held
28.7MPut Options Held
30.2M-
Vanguard Group Inc Valley Forge, PA272MShares$85.2 Billion1.32% of portfolio
-
Black Rock Inc. New York, NY199MShares$62.3 Billion0.92% of portfolio
-
State Street Corp Boston, MA125MShares$39.3 Billion1.4% of portfolio
-
Morgan Stanley New York, NY67MShares$21 Billion1.31% of portfolio
-
Geode Capital Management, LLC Boston, MA61.1MShares$19.2 Billion1.28% of portfolio
About JPMORGAN CHASE & CO
- Ticker JPM
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 2,933,199,872
- Market Cap $919B
- 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 ...