A detailed history of Shanker Valleau Wealth Advisors, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Shanker Valleau Wealth Advisors, Inc. holds 831 shares of JPM stock, worth $203,295. This represents 0.07% of its overall portfolio holdings.

Number of Shares
831
Holding current value
$203,295
% of portfolio
0.07%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025

BUY
$225.19 - $279.95 $187,132 - $232,638
831 New
831 $203,000

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $718B
  • 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 ...
More about JPM
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