Geometric Wealth Advisors Jpmorgan Chase & CO Transaction History
Geometric Wealth Advisors
- $518 Million
- Q3 2024
A detailed history of Geometric Wealth Advisors transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Geometric Wealth Advisors holds 1,153 shares of JPM stock, worth $265,616. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,153
Previous 1,153
-0.0%
Holding current value
$265,616
Previous $233,000
4.29%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding JPM
# of Institutions
4,617Shares Held
1.96BCall Options Held
29.8MPut Options Held
35.7M-
Vanguard Group Inc Valley Forge, PA272MShares$62.7 Billion1.05% of portfolio
-
Black Rock Inc. New York, NY199MShares$45.8 Billion0.92% of portfolio
-
State Street Corp Boston, MA126MShares$29 Billion1.1% of portfolio
-
Morgan Stanley New York, NY69.2MShares$15.9 Billion1.08% of portfolio
-
Geode Capital Management, LLC Boston, MA58.3MShares$13.4 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 $676B
- 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 ...