Whalen Wealth Management Inc. Jpmorgan Chase & CO Transaction History
Whalen Wealth Management Inc.
- $126 Billion
- Q2 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 4,021 shares of JPM stock, worth $847,546. This represents 0.64% of its overall portfolio holdings.
Number of Shares
4,021
Previous 4,035
0.35%
Holding current value
$847,546
Previous $808 Million
0.62%
% of portfolio
0.64%
Previous 0.6%
Shares
3 transactions
Others Institutions Holding JPM
# of Institutions
4,535Shares Held
2.01BCall Options Held
26.2MPut Options Held
29.1M-
Vanguard Group Inc Valley Forge, PA271MShares$57.2 Billion1.07% of portfolio
-
Black Rock Inc. New York, NY199MShares$41.9 Billion0.92% of portfolio
-
State Street Corp Boston, MA126MShares$26.5 Billion1.13% of portfolio
-
Morgan Stanley New York, NY68.2MShares$14.4 Billion1.08% of portfolio
-
Geode Capital Management, LLC Boston, MA57.8MShares$12.2 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 $618B
- 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 ...