Wealth Preservation Advisors, LLC Jpmorgan Chase & CO Transaction History
Wealth Preservation Advisors, LLC
- $172 Billion
- Q3 2025
A detailed history of Wealth Preservation Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wealth Preservation Advisors, LLC holds 1,745 shares of JPM stock, worth $529,799. This represents 0.32% of its overall portfolio holdings.
Number of Shares
1,745
Previous 1,749
0.23%
Holding current value
$529,799
Previous $507 Million
8.55%
% of portfolio
0.32%
Previous 0.31%
Shares
3 transactions
Others Institutions Holding JPM
# of Institutions
5,416Shares Held
1.95BCall Options Held
30.7MPut Options Held
32.5M-
Vanguard Group Inc Valley Forge, PA266MShares$80.7 Billion1.3% of portfolio
-
Black Rock Inc. New York, NY199MShares$60.3 Billion0.92% of portfolio
-
State Street Corp Boston, MA125MShares$38 Billion1.41% of portfolio
-
Morgan Stanley New York, NY65.4MShares$19.9 Billion1.3% of portfolio
-
Geode Capital Management, LLC Boston, MA61.3MShares$18.6 Billion1.27% of portfolio
About JPMORGAN CHASE & CO
- Ticker JPM
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 2,933,199,872
- Market Cap $891B
- 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 ...