Palo Alto Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History
Palo Alto Wealth Advisors, LLC
- $285 Billion
- Q4 2024
A detailed history of Palo Alto Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 3,548 shares of JPM stock, worth $937,523. This represents 0.3% of its overall portfolio holdings.
Number of Shares
3,548
Previous 1,817
95.27%
Holding current value
$937,523
Previous $407 Million
108.79%
% of portfolio
0.3%
Previous 0.17%
Shares
7 transactions
Others Institutions Holding JPM
# of Institutions
5,044Shares Held
2.01BCall Options Held
28.9MPut Options Held
31.4M-
Vanguard Group Inc Valley Forge, PA272MShares$72 Billion1.17% of portfolio
-
Black Rock Inc. New York, NY199MShares$52.5 Billion0.92% of portfolio
-
State Street Corp Boston, MA127MShares$33.6 Billion1.24% of portfolio
-
Morgan Stanley New York, NY68.8MShares$18.2 Billion1.19% of portfolio
-
Geode Capital Management, LLC Boston, MA59.2MShares$15.6 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 $775B
- 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 ...