Orca Wealth Management, LLC Jpmorgan Chase & CO Transaction History
Orca Wealth Management, LLC
- $119 Billion
- Q2 2025
A detailed history of Orca Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Orca Wealth Management, LLC holds 14,147 shares of JPM stock, worth $4.06 Million. This represents 3.45% of its overall portfolio holdings.
Number of Shares
14,147
Previous 14,387
1.67%
Holding current value
$4.06 Million
Previous $3.53 Billion
16.21%
% of portfolio
3.45%
Previous 3.16%
Shares
3 transactions
Others Institutions Holding JPM
# of Institutions
5,261Shares Held
2.04BCall Options Held
23.3MPut Options Held
26.3M-
Vanguard Group Inc Valley Forge, PA273MShares$78.3 Billion1.25% of portfolio
-
Black Rock Inc. New York, NY199MShares$57 Billion0.92% of portfolio
-
State Street Corp Boston, MA128MShares$36.6 Billion1.32% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX72.9MShares$20.9 Billion2.1% of portfolio
-
Morgan Stanley New York, NY69.4MShares$19.9 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 $842B
- 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 ...