Kestra Investment Management, LLC Jpmorgan Chase & CO Transaction History
Kestra Investment Management, LLC
- $2.61 Trillion
- Q1 2025
A detailed history of Kestra Investment Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Kestra Investment Management, LLC holds 37,486 shares of JPM stock, worth $10 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
37,486
Previous 26,820
39.77%
Holding current value
$10 Million
Previous $6.43 Billion
4.75%
% of portfolio
0.23%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding JPM
# of Institutions
5,164Shares Held
1.99BCall Options Held
23.9MPut Options Held
25.6M-
Vanguard Group Inc Valley Forge, PA273MShares$73 Billion1.25% of portfolio
-
Black Rock Inc. New York, NY199MShares$53.1 Billion0.92% of portfolio
-
State Street Corp Boston, MA128MShares$34.1 Billion1.32% of portfolio
-
Morgan Stanley New York, NY69.4MShares$18.6 Billion1.25% of portfolio
-
Geode Capital Management, LLC Boston, MA60.8MShares$16.3 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 $785B
- 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 ...