Principia Wealth Advisory, LLC Jpmorgan Chase & CO Transaction History
Principia Wealth Advisory, LLC
- $104 Billion
- Q1 2025
A detailed history of Principia Wealth Advisory, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 833 shares of JPM stock, worth $204,334. This represents 0.19% of its overall portfolio holdings.
Number of Shares
833
Previous 826
0.85%
Holding current value
$204,334
Previous $198 Million
1.41%
% of portfolio
0.19%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding JPM
# of Institutions
5,086Shares Held
2.01BCall Options Held
29.3MPut Options Held
31.4M-
Vanguard Group Inc Valley Forge, PA272MShares$66.8 Billion1.17% of portfolio
-
Black Rock Inc. New York, NY199MShares$48.7 Billion0.92% of portfolio
-
State Street Corp Boston, MA127MShares$31.2 Billion1.24% of portfolio
-
Morgan Stanley New York, NY68.8MShares$16.9 Billion1.19% of portfolio
-
Geode Capital Management, LLC Boston, MA59.2MShares$14.5 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 $720B
- 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 ...