Dougherty Wealth Advisers LLC Jpmorgan Chase & CO Transaction History
Dougherty Wealth Advisers LLC
- $114 Million
- Q2 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 3,749 shares of JPM stock, worth $796,512. This represents 0.66% of its overall portfolio holdings.
Number of Shares
3,749
Previous 3,674
2.04%
Holding current value
$796,512
Previous $735,000
3.13%
% of portfolio
0.66%
Previous 0.65%
Shares
7 transactions
Others Institutions Holding JPM
# of Institutions
4,527Shares Held
2.01BCall Options Held
26.2MPut Options Held
29.1M-
Vanguard Group Inc Valley Forge, PA271MShares$57.7 Billion1.07% of portfolio
-
Black Rock Inc. New York, NY199MShares$42.2 Billion0.92% of portfolio
-
State Street Corp Boston, MA126MShares$26.7 Billion1.13% of portfolio
-
Morgan Stanley New York, NY68.2MShares$14.5 Billion1.08% of portfolio
-
Geode Capital Management, LLC Boston, MA57.8MShares$12.3 Billion1.04% of portfolio
About JPMORGAN CHASE & CO
- Ticker JPM
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 2,933,199,872
- Market Cap $623B
- 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 ...