Dynamic Wealth Strategies, LLC Jpmorgan Chase & CO Transaction History
Dynamic Wealth Strategies, LLC
- $138 Million
- Q2 2025
A detailed history of Dynamic Wealth Strategies, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 1,375 shares of JPM stock, worth $418,206. This represents 0.29% of its overall portfolio holdings.
Number of Shares
1,375
Previous 1,458
5.69%
Holding current value
$418,206
Previous $357,000
11.48%
% of portfolio
0.29%
Previous 0.3%
Shares
7 transactions
Others Institutions Holding JPM
# of Institutions
5,369Shares Held
2.02BCall Options Held
28.7MPut Options Held
30.3M-
Vanguard Group Inc Valley Forge, PA272MShares$82.7 Billion1.32% of portfolio
-
Black Rock Inc. New York, NY199MShares$60.4 Billion0.92% of portfolio
-
State Street Corp Boston, MA125MShares$38.1 Billion1.4% of portfolio
-
Morgan Stanley New York, NY67MShares$20.4 Billion1.31% of portfolio
-
Geode Capital Management, LLC Boston, MA61.1MShares$18.6 Billion1.28% of portfolio
About JPMORGAN CHASE & CO
- Ticker JPM
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 2,933,199,872
- Market Cap $892B
- 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 ...