Ledgewood Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History
Ledgewood Wealth Advisors, LLC
- $169 Billion
- Q3 2025
A detailed history of Ledgewood Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Ledgewood Wealth Advisors, LLC holds 1,760 shares of JPM stock, worth $544,684. This represents 0.33% of its overall portfolio holdings.
Number of Shares
1,760
Previous 1,760
-0.0%
Holding current value
$544,684
Previous $510 Million
8.8%
% of portfolio
0.33%
Previous 0.32%
Shares
3 transactions
Others Institutions Holding JPM
# of Institutions
5,404Shares Held
1.96BCall Options Held
29.7MPut Options Held
30.8M-
Vanguard Group Inc Valley Forge, PA266MShares$82.3 Billion1.3% of portfolio
-
Black Rock Inc. New York, NY199MShares$61.5 Billion0.92% of portfolio
-
State Street Corp Boston, MA125MShares$38.8 Billion1.4% of portfolio
-
Morgan Stanley New York, NY67MShares$20.7 Billion1.31% of portfolio
-
Geode Capital Management, LLC Boston, MA61.3MShares$19 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 $908B
- 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 ...