Summit Wealth & Retirement Planning, Inc. Jpmorgan Chase & CO Transaction History
Summit Wealth & Retirement Planning, Inc.
- $300 Million
- Q3 2024
A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 7,866 shares of JPM stock, worth $1.73 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
7,866
Previous 8,333
5.6%
Holding current value
$1.73 Million
Previous $1.69 Million
1.66%
% of portfolio
0.55%
Previous 0.6%
Shares
22 transactions
Others Institutions Holding JPM
# of Institutions
4,556Shares Held
2.02BCall Options Held
26MPut Options Held
29M-
Vanguard Group Inc Valley Forge, PA271MShares$59.6 Billion1.07% of portfolio
-
Black Rock Inc. New York, NY199MShares$43.7 Billion0.92% of portfolio
-
State Street Corp Boston, MA126MShares$27.7 Billion1.13% of portfolio
-
Morgan Stanley New York, NY68.2MShares$15 Billion1.08% of portfolio
-
Geode Capital Management, LLC Boston, MA57.8MShares$12.7 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 $645B
- 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 ...