Up Strategic Wealth Investment Advisors LLC Jpmorgan Chase & CO Transaction History
Up Strategic Wealth Investment Advisors LLC
- $100 Billion
- Q4 2024
A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 5,003 shares of JPM stock, worth $1.26 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
5,003
Previous 4,144
20.73%
Holding current value
$1.26 Million
Previous $874 Million
37.25%
% of portfolio
1.2%
Previous 0.98%
Shares
4 transactions
Others Institutions Holding JPM
# of Institutions
5,122Shares Held
2BCall Options Held
29.3MPut Options Held
31.4M-
Vanguard Group Inc Valley Forge, PA272MShares$68.8 Billion1.17% of portfolio
-
Black Rock Inc. New York, NY199MShares$50.2 Billion0.92% of portfolio
-
State Street Corp Boston, MA127MShares$32.1 Billion1.24% of portfolio
-
Morgan Stanley New York, NY68.8MShares$17.4 Billion1.19% of portfolio
-
Geode Capital Management, LLC Boston, MA59.2MShares$15 Billion1.13% of portfolio
About JPMORGAN CHASE & CO
- Ticker JPM
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 2,933,199,872
- Market Cap $741B
- 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 ...