My Personal Cfo, LLC Jpmorgan Chase & CO Transaction History
My Personal Cfo, LLC
- $206 Million
- Q2 2025
A detailed history of My Personal Cfo, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, My Personal Cfo, LLC holds 2,910 shares of JPM stock, worth $864,386. This represents 0.41% of its overall portfolio holdings.
Number of Shares
2,910
Previous 2,910
-0.0%
Holding current value
$864,386
Previous $713,000
18.23%
% of portfolio
0.41%
Previous 0.38%
Shares
13 transactions
Others Institutions Holding JPM
# of Institutions
5,244Shares Held
2.04BCall Options Held
23.3MPut Options Held
26.3M-
Vanguard Group Inc Valley Forge, PA273MShares$81 Billion1.25% of portfolio
-
Black Rock Inc. New York, NY199MShares$59 Billion0.92% of portfolio
-
State Street Corp Boston, MA128MShares$37.9 Billion1.32% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX72.9MShares$21.7 Billion2.1% of portfolio
-
Morgan Stanley New York, NY69.4MShares$20.6 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 $871B
- 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 ...