Lord & Richards Wealth Management, LLC Jpmorgan Chase & CO Transaction History
Lord & Richards Wealth Management, LLC
- $95.7 Billion
- Q2 2025
A detailed history of Lord & Richards Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Lord & Richards Wealth Management, LLC holds 5,315 shares of JPM stock, worth $1.53 Million. This represents 1.61% of its overall portfolio holdings.
Number of Shares
5,315
Previous 4,969
6.96%
Holding current value
$1.53 Million
Previous $1.22 Billion
26.41%
% of portfolio
1.61%
Previous 1.38%
Shares
3 transactions
Others Institutions Holding JPM
# of Institutions
5,264Shares Held
2.04BCall Options Held
23.3MPut Options Held
26.3M-
Vanguard Group Inc Valley Forge, PA273MShares$78.8 Billion1.25% of portfolio
-
Black Rock Inc. New York, NY199MShares$57.4 Billion0.92% of portfolio
-
State Street Corp Boston, MA128MShares$36.8 Billion1.32% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX72.9MShares$21 Billion2.1% of portfolio
-
Morgan Stanley New York, NY69.4MShares$20 Billion1.25% of portfolio
About JPMORGAN CHASE & CO
- Ticker JPM
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 2,933,199,872
- Market Cap $847B
- 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 ...