Cyndeo Wealth Partners, LLC Jpmorgan Chase & CO Transaction History
Cyndeo Wealth Partners, LLC
- $1.4 Billion
- Q3 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 69,162 shares of JPM stock, worth $16.5 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
69,162
Previous 70,165
1.43%
Holding current value
$16.5 Million
Previous $14.2 Million
2.72%
% of portfolio
1.04%
Previous 1.12%
Shares
8 transactions
Others Institutions Holding JPM
# of Institutions
4,617Shares Held
1.96BCall Options Held
29.8MPut Options Held
35.7M-
Vanguard Group Inc Valley Forge, PA272MShares$64.9 Billion1.05% of portfolio
-
Black Rock Inc. New York, NY199MShares$47.4 Billion0.92% of portfolio
-
State Street Corp Boston, MA126MShares$30.1 Billion1.1% of portfolio
-
Morgan Stanley New York, NY69.2MShares$16.5 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 $699B
- 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 ...