Heritage Wealth Partners, LLC Jpmorgan Chase & CO Transaction History
Heritage Wealth Partners, LLC
- $69 Billion
- Q2 2024
A detailed history of Heritage Wealth Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 5,528 shares of JPM stock, worth $1.15 Million. This represents 1.62% of its overall portfolio holdings.
Number of Shares
5,528
Previous 2,656
108.13%
Holding current value
$1.15 Million
Previous $452 Million
147.51%
% of portfolio
1.62%
Previous 0.92%
Shares
5 transactions
Others Institutions Holding JPM
# of Institutions
4,422Shares Held
1.98BCall Options Held
35.5MPut Options Held
32.6M-
Vanguard Group Inc Valley Forge, PA271MShares$56.6 Billion1.09% of portfolio
-
Black Rock Inc. New York, NY196MShares$40.9 Billion0.93% of portfolio
-
State Street Corp Boston, MA126MShares$26.3 Billion1.14% of portfolio
-
Morgan Stanley New York, NY66.7MShares$13.9 Billion1.09% of portfolio
-
Geode Capital Management, LLC Boston, MA56.9MShares$11.9 Billion1.07% of portfolio
About JPMORGAN CHASE & CO
- Ticker JPM
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 2,933,199,872
- Market Cap $612B
- 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 ...