Westwood Wealth Management Jpmorgan Chase & CO Transaction History
Westwood Wealth Management
- $249 Million
- Q2 2024
A detailed history of Westwood Wealth Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Westwood Wealth Management holds 2,787 shares of JPM stock, worth $688,556. This represents 0.23% of its overall portfolio holdings.
Number of Shares
2,787
Previous 2,787
-0.0%
Holding current value
$688,556
Previous $558,000
0.9%
% of portfolio
0.23%
Previous 0.27%
Shares
10 transactions
Others Institutions Holding JPM
# of Institutions
4,565Shares Held
2.02BCall Options Held
26MPut Options Held
29M-
Vanguard Group Inc Valley Forge, PA271MShares$67 Billion1.07% of portfolio
-
Black Rock Inc. New York, NY199MShares$49.1 Billion0.92% of portfolio
-
State Street Corp Boston, MA126MShares$31.1 Billion1.13% of portfolio
-
Morgan Stanley New York, NY68.2MShares$16.9 Billion1.08% of portfolio
-
Geode Capital Management, LLC Boston, MA57.8MShares$14.3 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 $725B
- 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 ...