Kellett Schaffner Wealth Advisors LLC Jpmorgan Chase & CO Transaction History
Kellett Schaffner Wealth Advisors LLC
- $107 Million
- Q3 2024
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 1,424 shares of JPM stock, worth $355,601. This represents 0.28% of its overall portfolio holdings.
Number of Shares
1,424
Previous 1,269
12.21%
Holding current value
$355,601
Previous $256,000
17.19%
% of portfolio
0.28%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding JPM
# of Institutions
4,615Shares Held
1.96BCall Options Held
29.8MPut Options Held
35.7M-
Vanguard Group Inc Valley Forge, PA272MShares$68 Billion1.05% of portfolio
-
Black Rock Inc. New York, NY199MShares$49.6 Billion0.92% of portfolio
-
State Street Corp Boston, MA126MShares$31.5 Billion1.1% of portfolio
-
Morgan Stanley New York, NY69.2MShares$17.3 Billion1.08% of portfolio
-
Geode Capital Management, LLC Boston, MA58.3MShares$14.6 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 $732B
- 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 ...