Triad Wealth Partners, LLC Jpmorgan Chase & CO Transaction History
Triad Wealth Partners, LLC
- $191 Billion
- Q2 2024
A detailed history of Triad Wealth Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 5,536 shares of JPM stock, worth $1.16 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
5,536
Previous 3,852
43.72%
Holding current value
$1.16 Million
Previous $772 Million
45.12%
% of portfolio
0.59%
Previous 0.59%
Shares
2 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$57 Billion1.09% of portfolio
-
Black Rock Inc. New York, NY196MShares$41.2 Billion0.93% of portfolio
-
State Street Corp Boston, MA126MShares$26.5 Billion1.14% of portfolio
-
Morgan Stanley New York, NY66.7MShares$14 Billion1.09% of portfolio
-
Geode Capital Management, LLC Boston, MA56.9MShares$12 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 $617B
- 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 ...