Turtle Creek Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History
Turtle Creek Wealth Advisors, LLC
- $847 Billion
- Q2 2025
A detailed history of Turtle Creek Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Turtle Creek Wealth Advisors, LLC holds 53,028 shares of JPM stock, worth $16.4 Million. This represents 1.81% of its overall portfolio holdings.
Number of Shares
53,028
Previous 49,863
6.35%
Holding current value
$16.4 Million
Previous $12.2 Billion
25.69%
% of portfolio
1.81%
Previous 1.83%
Shares
7 transactions
Others Institutions Holding JPM
# of Institutions
5,338Shares Held
2.09BCall Options Held
28.7MPut Options Held
30.3M-
Vanguard Group Inc Valley Forge, PA272MShares$84.1 Billion1.32% of portfolio
-
Black Rock Inc. New York, NY199MShares$61.4 Billion0.92% of portfolio
-
State Street Corp Boston, MA125MShares$38.7 Billion1.4% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX72.9MShares$22.5 Billion2.1% of portfolio
-
Morgan Stanley New York, NY67MShares$20.7 Billion1.31% of portfolio
About JPMORGAN CHASE & CO
- Ticker JPM
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 2,933,199,872
- Market Cap $907B
- 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 ...