Ivc Wealth Advisors LLC Jpmorgan Chase & CO Transaction History
Ivc Wealth Advisors LLC
- $184 Million
- Q1 2025
A detailed history of Ivc Wealth Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 3,274 shares of JPM stock, worth $771,321. This represents 0.44% of its overall portfolio holdings.
Number of Shares
3,274
Previous 3,526
7.15%
Holding current value
$771,321
Previous $845,000
4.97%
% of portfolio
0.44%
Previous 0.48%
Shares
18 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 ...