New Wave Wealth Advisors LLC Jpmorgan Chase & CO Transaction History
New Wave Wealth Advisors LLC
- $244 Billion
- Q4 2024
A detailed history of New Wave Wealth Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 495 shares of JPM stock, worth $136,912. This represents 0.05% of its overall portfolio holdings.
Number of Shares
495
Previous 1,059
53.26%
Holding current value
$136,912
Previous $223 Million
46.86%
% of portfolio
0.05%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding JPM
# of Institutions
5,015Shares Held
2.01BCall Options Held
29.3MPut Options Held
34.1M-
Vanguard Group Inc Valley Forge, PA272MShares$75.3 Billion1.17% of portfolio
-
Black Rock Inc. New York, NY199MShares$55 Billion0.92% of portfolio
-
State Street Corp Boston, MA127MShares$35.2 Billion1.24% of portfolio
-
Morgan Stanley New York, NY68.8MShares$19 Billion1.19% of portfolio
-
Geode Capital Management, LLC Boston, MA59.2MShares$16.4 Billion1.13% of portfolio
About JPMORGAN CHASE & CO
- Ticker JPM
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 2,933,199,872
- Market Cap $811B
- 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 ...