Dogwood Wealth Management LLC Jpmorgan Chase & CO Transaction History
Dogwood Wealth Management LLC
- $174 Billion
- Q3 2024
A detailed history of Dogwood Wealth Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 4,909 shares of JPM stock, worth $1.27 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
4,909
Previous 2,616
87.65%
Holding current value
$1.27 Million
Previous $524 Million
97.52%
% of portfolio
0.6%
Previous 0.35%
Shares
3 transactions
Others Institutions Holding JPM
# of Institutions
5,056Shares Held
2.01BCall Options Held
28.9MPut Options Held
31.4M-
Vanguard Group Inc Valley Forge, PA272MShares$70.6 Billion1.17% of portfolio
-
Black Rock Inc. New York, NY199MShares$51.5 Billion0.92% of portfolio
-
State Street Corp Boston, MA127MShares$33 Billion1.24% of portfolio
-
Morgan Stanley New York, NY68.8MShares$17.8 Billion1.19% of portfolio
-
Geode Capital Management, LLC Boston, MA59.2MShares$15.3 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 $760B
- 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 ...