Financial Synergies Wealth Advisors, Inc. Jpmorgan Chase & CO Transaction History
Financial Synergies Wealth Advisors, Inc.
- $918 Billion
- Q2 2025
A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 1,252 shares of JPM stock, worth $366,648. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,252
Previous 1,000
25.2%
Holding current value
$366,648
Previous $245 Million
47.95%
% of portfolio
0.04%
Previous 0.03%
Shares
12 transactions
Others Institutions Holding JPM
# of Institutions
5,268Shares Held
2.05BCall Options Held
23.3MPut Options Held
27M-
Vanguard Group Inc Valley Forge, PA272MShares$79.6 Billion1.32% of portfolio
-
Black Rock Inc. New York, NY199MShares$58.2 Billion0.92% of portfolio
-
State Street Corp Boston, MA128MShares$37.3 Billion1.32% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX72.9MShares$21.3 Billion2.1% of portfolio
-
Morgan Stanley New York, NY69.4MShares$20.3 Billion1.25% of portfolio
About JPMORGAN CHASE & CO
- Ticker JPM
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 2,933,199,872
- Market Cap $859B
- 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 ...