Elwood & Goetz Wealth Advisory Group, LLC Jpmorgan Chase & CO Transaction History
Elwood & Goetz Wealth Advisory Group, LLC
- $402 Million
- Q3 2024
A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 3,558 shares of JPM stock, worth $950,484. This represents 0.19% of its overall portfolio holdings.
Number of Shares
3,558
Previous 2,018
76.31%
Holding current value
$950,484
Previous $408,000
83.58%
% of portfolio
0.19%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding JPM
# of Institutions
4,697Shares Held
1.95BCall Options Held
29.8MPut Options Held
35.8M-
Vanguard Group Inc Valley Forge, PA272MShares$72.7 Billion1.05% of portfolio
-
Black Rock Inc. New York, NY199MShares$53.1 Billion0.92% of portfolio
-
State Street Corp Boston, MA126MShares$33.7 Billion1.1% of portfolio
-
Morgan Stanley New York, NY69.2MShares$18.5 Billion1.08% of portfolio
-
Geode Capital Management, LLC Boston, MA58.3MShares$15.6 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 $784B
- 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 ...