Plan A Wealth LLC Jpmorgan Chase & CO Transaction History
Plan A Wealth LLC
- $197 Billion
- Q3 2025
A detailed history of Plan A Wealth LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Plan A Wealth LLC holds 3,311 shares of JPM stock, worth $1.02 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
3,311
Previous 3,743
11.54%
Holding current value
$1.02 Million
Previous $1.09 Billion
3.77%
% of portfolio
0.53%
Previous 0.62%
Shares
4 transactions
Others Institutions Holding JPM
# of Institutions
5,386Shares Held
2.02BCall Options Held
28.7MPut Options Held
30.2M-
Vanguard Group Inc Valley Forge, PA272MShares$84.1 Billion1.32% of portfolio
-
Black Rock Inc. New York, NY199MShares$61.4 Billion0.92% of portfolio
-
State Street Corp Boston, MA125MShares$38.7 Billion1.4% of portfolio
-
Morgan Stanley New York, NY67MShares$20.7 Billion1.31% of portfolio
-
Geode Capital Management, LLC Boston, MA61.1MShares$18.9 Billion1.28% of portfolio
About JPMORGAN CHASE & CO
- Ticker JPM
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 2,933,199,872
- Market Cap $907B
- 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 ...