Von Berge Wealth Management Group, LLC Jpmorgan Chase & CO Transaction History
Von Berge Wealth Management Group, LLC
- $156 Million
- Q2 2024
A detailed history of Von Berge Wealth Management Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 1,753 shares of JPM stock, worth $372,442. This represents 0.23% of its overall portfolio holdings.
Number of Shares
1,753
Previous 1,753
-0.0%
Holding current value
$372,442
Previous $351,000
0.85%
% of portfolio
0.23%
Previous 0.23%
Shares
6 transactions
Others Institutions Holding JPM
# of Institutions
4,527Shares Held
2.01BCall Options Held
26.2MPut Options Held
29.1M-
Vanguard Group Inc Valley Forge, PA271MShares$57.7 Billion1.07% of portfolio
-
Black Rock Inc. New York, NY199MShares$42.2 Billion0.92% of portfolio
-
State Street Corp Boston, MA126MShares$26.7 Billion1.13% of portfolio
-
Morgan Stanley New York, NY68.2MShares$14.5 Billion1.08% of portfolio
-
Geode Capital Management, LLC Boston, MA57.8MShares$12.3 Billion1.04% 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 ...