Wealth Advisory Solutions, LLC Jpmorgan Chase & CO Transaction History
Wealth Advisory Solutions, LLC
- $411 Million
- Q3 2025
A detailed history of Wealth Advisory Solutions, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wealth Advisory Solutions, LLC holds 35,766 shares of JPM stock, worth $11.1 Million. This represents 2.74% of its overall portfolio holdings.
Number of Shares
35,766
Previous 36,554
2.16%
Holding current value
$11.1 Million
Previous $10.6 Million
6.45%
% of portfolio
2.74%
Previous 2.7%
Shares
24 transactions
Others Institutions Holding JPM
# of Institutions
5,373Shares Held
2.02BCall Options Held
28.7MPut Options Held
30.3M-
Vanguard Group Inc Valley Forge, PA272MShares$84.6 Billion1.32% of portfolio
-
Black Rock Inc. New York, NY199MShares$61.8 Billion0.92% of portfolio
-
State Street Corp Boston, MA125MShares$39 Billion1.4% of portfolio
-
Morgan Stanley New York, NY67MShares$20.8 Billion1.31% of portfolio
-
Geode Capital Management, LLC Boston, MA61.1MShares$19 Billion1.28% of portfolio
About JPMORGAN CHASE & CO
- Ticker JPM
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 2,933,199,872
- Market Cap $913B
- 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 ...