Diversify Wealth Management, LLC Jpmorgan Chase & CO Transaction History
Diversify Wealth Management, LLC
- $1.35 Trillion
- Q1 2025
A detailed history of Diversify Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 28,621 shares of JPM stock, worth $7 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
28,621
Previous 24,199
18.27%
Holding current value
$7 Million
Previous $5.8 Billion
20.62%
% of portfolio
0.52%
Previous 0.45%
Shares
4 transactions
Others Institutions Holding JPM
# of Institutions
5,122Shares Held
2BCall Options Held
29.3MPut Options Held
31.4M-
Vanguard Group Inc Valley Forge, PA272MShares$66.6 Billion1.17% of portfolio
-
Black Rock Inc. New York, NY199MShares$48.6 Billion0.92% of portfolio
-
State Street Corp Boston, MA127MShares$31.1 Billion1.24% of portfolio
-
Morgan Stanley New York, NY68.8MShares$16.8 Billion1.19% of portfolio
-
Geode Capital Management, LLC Boston, MA59.2MShares$14.5 Billion1.13% of portfolio
About JPMORGAN CHASE & CO
- Ticker JPM
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 2,933,199,872
- Market Cap $718B
- 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 ...