Kellett Schaffner Wealth Advisors LLC Jpmorgan Chase & CO Transaction History
Kellett Schaffner Wealth Advisors LLC
- $139 Million
- Q3 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 2,224 shares of JPM stock, worth $668,022. This represents 0.51% of its overall portfolio holdings.
Number of Shares
2,224
Previous 2,198
1.18%
Holding current value
$668,022
Previous $637,000
10.05%
% of portfolio
0.51%
Previous 0.5%
Shares
6 transactions
Others Institutions Holding JPM
# of Institutions
5,426Shares Held
1.96BCall Options Held
28.5MPut Options Held
31.8M-
Vanguard Group Inc Valley Forge, PA266MShares$79.9 Billion1.3% of portfolio
-
Black Rock Inc. New York, NY199MShares$59.7 Billion0.92% of portfolio
-
State Street Corp Boston, MA125MShares$37.6 Billion1.41% of portfolio
-
Morgan Stanley New York, NY65.4MShares$19.7 Billion1.3% of portfolio
-
Geode Capital Management, LLC Boston, MA61.3MShares$18.4 Billion1.27% of portfolio
About JPMORGAN CHASE & CO
- Ticker JPM
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 2,933,199,872
- Market Cap $881B
- 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 ...