Invera Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History
Invera Wealth Advisors, LLC
- $95.7 Million
- Q3 2024
A detailed history of Invera Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Invera Wealth Advisors, LLC holds 25,920 shares of JPM stock, worth $6.44 Million. This represents 5.71% of its overall portfolio holdings.
Number of Shares
25,920
Previous 26,997
3.99%
Holding current value
$6.44 Million
Previous $5.46 Million
0.05%
% of portfolio
5.71%
Previous 5.85%
Shares
5 transactions
Others Institutions Holding JPM
# of Institutions
4,613Shares Held
1.96BCall Options Held
29.8MPut Options Held
35.7M-
Vanguard Group Inc Valley Forge, PA272MShares$67.6 Billion1.05% of portfolio
-
Black Rock Inc. New York, NY199MShares$49.4 Billion0.92% of portfolio
-
State Street Corp Boston, MA126MShares$31.3 Billion1.1% of portfolio
-
Morgan Stanley New York, NY69.2MShares$17.2 Billion1.08% of portfolio
-
Geode Capital Management, LLC Boston, MA58.3MShares$14.5 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 $729B
- 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 ...