Whalen Wealth Management Inc. Jpmorgan Chase & CO Transaction History
Whalen Wealth Management Inc.
- $144 Billion
- Q4 2024
A detailed history of Whalen Wealth Management Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 5,190 shares of JPM stock, worth $1.37 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
5,190
Previous 3,865
34.28%
Holding current value
$1.37 Million
Previous $815 Million
52.67%
% of portfolio
0.86%
Previous 0.58%
Shares
5 transactions
Others Institutions Holding JPM
# of Institutions
4,679Shares Held
1.95BCall Options Held
29.8MPut Options Held
35.8M-
Vanguard Group Inc Valley Forge, PA272MShares$72.1 Billion1.05% of portfolio
-
Black Rock Inc. New York, NY199MShares$52.6 Billion0.92% of portfolio
-
State Street Corp Boston, MA126MShares$33.4 Billion1.1% of portfolio
-
Morgan Stanley New York, NY69.2MShares$18.3 Billion1.08% of portfolio
-
Geode Capital Management, LLC Boston, MA58.3MShares$15.5 Billion1.01% of portfolio
About JPMORGAN CHASE & CO
- Ticker JPM
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 2,933,199,872
- Market Cap $777B
- 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 ...