Spartan Planning & Wealth Management Jpmorgan Chase & CO Transaction History
Spartan Planning & Wealth Management
- $89.6 Million
- Q4 2023
A detailed history of Spartan Planning & Wealth Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 3,780 shares of JPM stock, worth $775,580. This represents 0.72% of its overall portfolio holdings.
Number of Shares
3,780
Previous 1,058
257.28%
Holding current value
$775,580
Previous $153,000
319.61%
% of portfolio
0.72%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding JPM
# of Institutions
4,539Shares Held
2.01BCall Options Held
26.2MPut Options Held
29.1M-
Vanguard Group Inc Valley Forge, PA271MShares$55.7 Billion1.07% of portfolio
-
Black Rock Inc. New York, NY199MShares$40.8 Billion0.92% of portfolio
-
State Street Corp Boston, MA126MShares$25.8 Billion1.13% of portfolio
-
Morgan Stanley New York, NY68.2MShares$14 Billion1.08% of portfolio
-
Geode Capital Management, LLC Boston, MA57.8MShares$11.9 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 $602B
- 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 ...