Modern Wealth Management, LLC Jpmorgan Chase & CO Transaction History
Modern Wealth Management, LLC
- $3.04 Billion
- Q1 2025
A detailed history of Modern Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Modern Wealth Management, LLC holds 156,789 shares of JPM stock, worth $45.9 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
156,789
Previous 154,900
1.22%
Holding current value
$45.9 Million
Previous $38 Billion
99.9%
% of portfolio
1.27%
Previous 1.23%
Shares
13 transactions
Others Institutions Holding JPM
# of Institutions
5,268Shares Held
2.05BCall Options Held
23.3MPut Options Held
27M-
Vanguard Group Inc Valley Forge, PA272MShares$79.6 Billion1.32% of portfolio
-
Black Rock Inc. New York, NY199MShares$58.2 Billion0.92% of portfolio
-
State Street Corp Boston, MA128MShares$37.3 Billion1.32% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX72.9MShares$21.3 Billion2.1% of portfolio
-
Morgan Stanley New York, NY69.4MShares$20.3 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 $859B
- 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 ...