Magnolia Private Wealth, LLC Jpmorgan Chase & CO Transaction History
Magnolia Private Wealth, LLC
- $129 Billion
- Q2 2025
A detailed history of Magnolia Private Wealth, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Magnolia Private Wealth, LLC holds 3,075 shares of JPM stock, worth $925,236. This represents 0.69% of its overall portfolio holdings.
Number of Shares
3,075
Previous 3,102
0.87%
Holding current value
$925,236
Previous $761 Million
17.16%
% of portfolio
0.69%
Previous 0.63%
Shares
3 transactions
Others Institutions Holding JPM
# of Institutions
5,343Shares Held
2.09BCall Options Held
28.7MPut Options Held
30.3M-
Vanguard Group Inc Valley Forge, PA272MShares$81.8 Billion1.32% of portfolio
-
Black Rock Inc. New York, NY199MShares$59.8 Billion0.92% of portfolio
-
State Street Corp Boston, MA125MShares$37.7 Billion1.4% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX72.9MShares$21.9 Billion2.1% of portfolio
-
Morgan Stanley New York, NY67MShares$20.2 Billion1.31% of portfolio
About JPMORGAN CHASE & CO
- Ticker JPM
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 2,933,199,872
- Market Cap $883B
- 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 ...