Dougherty Wealth Advisers LLC Jpmorgan Chase & CO Transaction History
Dougherty Wealth Advisers LLC
- $125 Million
- Q3 2024
A detailed history of Dougherty Wealth Advisers LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 3,699 shares of JPM stock, worth $896,304. This represents 0.62% of its overall portfolio holdings.
Number of Shares
3,699
Previous 3,749
1.33%
Holding current value
$896,304
Previous $758,000
2.77%
% of portfolio
0.62%
Previous 0.66%
Shares
8 transactions
Others Institutions Holding JPM
# of Institutions
4,616Shares Held
1.95BCall Options Held
29.8MPut Options Held
35.7M-
Vanguard Group Inc Valley Forge, PA272MShares$65.9 Billion1.05% of portfolio
-
Black Rock Inc. New York, NY199MShares$48.1 Billion0.92% of portfolio
-
State Street Corp Boston, MA126MShares$30.6 Billion1.1% of portfolio
-
Morgan Stanley New York, NY69.2MShares$16.8 Billion1.08% of portfolio
-
Geode Capital Management, LLC Boston, MA58.3MShares$14.1 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 $711B
- 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 ...