Roberts Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History
Roberts Wealth Advisors, LLC
- $274 Million
- Q2 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 37,144 shares of JPM stock, worth $7.82 Million. This represents 2.75% of its overall portfolio holdings.
Number of Shares
37,144
Previous 36,920
0.61%
Holding current value
$7.82 Million
Previous $7.4 Million
1.58%
% of portfolio
2.75%
Previous 2.84%
Shares
12 transactions
Others Institutions Holding JPM
# of Institutions
4,533Shares Held
2.01BCall Options Held
26.2MPut Options Held
29.1M-
Vanguard Group Inc Valley Forge, PA271MShares$57.1 Billion1.07% of portfolio
-
Black Rock Inc. New York, NY199MShares$41.8 Billion0.92% of portfolio
-
State Street Corp Boston, MA126MShares$26.5 Billion1.13% of portfolio
-
Morgan Stanley New York, NY68.2MShares$14.4 Billion1.08% of portfolio
-
Geode Capital Management, LLC Boston, MA57.8MShares$12.2 Billion1.04% of portfolio
About JPMORGAN CHASE & CO
- Ticker JPM
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 2,933,199,872
- Market Cap $617B
- 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 ...