Trevian Wealth Management LLC Jpmorgan Chase & CO Transaction History
Trevian Wealth Management LLC
- $20.1 Million
- Q2 2024
A detailed history of Trevian Wealth Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Trevian Wealth Management LLC holds 1,511 shares of JPM stock, worth $316,977. This represents 1.52% of its overall portfolio holdings.
Number of Shares
1,511
Previous 1,511
-0.0%
Holding current value
$316,977
Previous $303,000
0.99%
% of portfolio
1.52%
Previous 0.21%
Shares
8 transactions
Others Institutions Holding JPM
# of Institutions
4,453Shares Held
1.97BCall Options Held
35.6MPut Options Held
32.7M-
Vanguard Group Inc Valley Forge, PA271MShares$56.9 Billion1.09% of portfolio
-
Black Rock Inc. New York, NY196MShares$41.1 Billion0.93% of portfolio
-
State Street Corp Boston, MA126MShares$26.4 Billion1.14% of portfolio
-
Morgan Stanley New York, NY66.7MShares$14 Billion1.09% of portfolio
-
Geode Capital Management, LLC Boston, MA56.9MShares$11.9 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 $615B
- 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 ...