Kellett Schaffner Wealth Advisors LLC Jpmorgan Chase & CO Transaction History
Kellett Schaffner Wealth Advisors LLC
- $114 Million
- Q1 2025
A detailed history of Kellett Schaffner Wealth Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Kellett Schaffner Wealth Advisors LLC holds 1,636 shares of JPM stock, worth $425,441. This represents 0.35% of its overall portfolio holdings.
Number of Shares
1,636
Previous 1,484
10.24%
Holding current value
$425,441
Previous $355,000
12.96%
% of portfolio
0.35%
Previous 0.32%
Shares
4 transactions
Others Institutions Holding JPM
# of Institutions
5,151Shares Held
1.99BCall Options Held
26.5MPut Options Held
29.7M-
Vanguard Group Inc Valley Forge, PA273MShares$70.9 Billion1.25% of portfolio
-
Black Rock Inc. New York, NY199MShares$51.7 Billion0.92% of portfolio
-
State Street Corp Boston, MA127MShares$33.1 Billion1.24% of portfolio
-
Morgan Stanley New York, NY68.8MShares$17.9 Billion1.19% of portfolio
-
Geode Capital Management, LLC Boston, MA60.8MShares$15.8 Billion1.2% of portfolio
About JPMORGAN CHASE & CO
- Ticker JPM
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 2,933,199,872
- Market Cap $763B
- 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 ...