Tandem Wealth Advisors LLC Jpmorgan Chase & CO Transaction History
Tandem Wealth Advisors LLC
- $182 Million
- Q1 2024
A detailed history of Tandem Wealth Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Tandem Wealth Advisors LLC holds 2,000 shares of JPM stock, worth $424,480. This represents 0.22% of its overall portfolio holdings.
Number of Shares
2,000
Previous 1,880
6.38%
Holding current value
$424,480
Previous $319,000
25.39%
% of portfolio
0.22%
Previous 0.18%
Shares
5 transactions
Others Institutions Holding JPM
# of Institutions
4,462Shares Held
1.97BCall Options Held
35.6MPut Options Held
32.7M-
Vanguard Group Inc Valley Forge, PA271MShares$57.5 Billion1.09% of portfolio
-
Black Rock Inc. New York, NY196MShares$41.6 Billion0.93% of portfolio
-
State Street Corp Boston, MA126MShares$26.7 Billion1.14% of portfolio
-
Morgan Stanley New York, NY66.7MShares$14.2 Billion1.09% of portfolio
-
Geode Capital Management, LLC Boston, MA56.9MShares$12.1 Billion1.07% of portfolio
About JPMORGAN CHASE & CO
- Ticker JPM
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 2,933,199,872
- Market Cap $623B
- 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 ...