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 $901,000. This represents 0.72% of its overall portfolio holdings.
Number of Shares
3,780
Previous 1,058
257.28%
Holding current value
$901,000
Previous $153,000
319.61%
% of portfolio
0.72%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding JPM
# of Institutions
4,617Shares Held
1.96BCall Options Held
29.8MPut Options Held
35.7M-
Vanguard Group Inc Valley Forge, PA272MShares$64.9 Billion1.05% of portfolio
-
Black Rock Inc. New York, NY199MShares$47.4 Billion0.92% of portfolio
-
State Street Corp Boston, MA126MShares$30.1 Billion1.1% of portfolio
-
Morgan Stanley New York, NY69.2MShares$16.5 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 $699B
- 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 ...