Roberts Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History
Roberts Wealth Advisors, LLC
- $293 Million
- Q3 2024
A detailed history of Roberts Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 37,876 shares of JPM stock, worth $9 Million. This represents 2.73% of its overall portfolio holdings.
Number of Shares
37,876
Previous 37,144
1.97%
Holding current value
$9 Million
Previous $7.51 Million
6.27%
% of portfolio
2.73%
Previous 2.75%
Shares
13 transactions
Others Institutions Holding JPM
# of Institutions
4,616Shares Held
1.95BCall Options Held
29.8MPut Options Held
35.7M-
Vanguard Group Inc Valley Forge, PA272MShares$64.7 Billion1.05% of portfolio
-
Black Rock Inc. New York, NY199MShares$47.2 Billion0.92% of portfolio
-
State Street Corp Boston, MA126MShares$30 Billion1.1% of portfolio
-
Morgan Stanley New York, NY69.2MShares$16.4 Billion1.08% of portfolio
-
Geode Capital Management, LLC Boston, MA58.3MShares$13.9 Billion1.01% of portfolio
About JPMORGAN CHASE & CO
- Ticker JPM
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 2,933,199,872
- Market Cap $697B
- 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 ...