Form Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History
Form Wealth Advisors, LLC
- $736 Billion
- Q1 2025
A detailed history of Form Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Form Wealth Advisors, LLC holds 5,115 shares of JPM stock, worth $1.21 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
5,115Holding current value
$1.21 Million% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding JPM
# of Institutions
5,101Shares Held
2BCall Options Held
29.3MPut Options Held
31.4M-
Vanguard Group Inc Valley Forge, PA272MShares$64.2 Billion1.17% of portfolio
-
Black Rock Inc. New York, NY199MShares$46.8 Billion0.92% of portfolio
-
State Street Corp Boston, MA127MShares$30 Billion1.24% of portfolio
-
Morgan Stanley New York, NY68.8MShares$16.2 Billion1.19% of portfolio
-
Geode Capital Management, LLC Boston, MA59.2MShares$14 Billion1.13% of portfolio
About JPMORGAN CHASE & CO
- Ticker JPM
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 2,933,199,872
- Market Cap $691B
- 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 ...