Wiser Wealth Management, Inc Jpmorgan Chase & CO Transaction History
Wiser Wealth Management, Inc
- $396 Million
- Q2 2025
A detailed history of Wiser Wealth Management, Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wiser Wealth Management, Inc holds 1,511 shares of JPM stock, worth $468,455. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,511
Previous 1,334
13.27%
Holding current value
$468,455
Previous $327,000
33.94%
% of portfolio
0.11%
Previous 0.09%
Shares
5 transactions
Others Institutions Holding JPM
# of Institutions
5,340Shares Held
2.09BCall Options Held
28.8MPut Options Held
30.3M-
Vanguard Group Inc Valley Forge, PA272MShares$84.3 Billion1.32% of portfolio
-
Black Rock Inc. New York, NY199MShares$61.6 Billion0.92% of portfolio
-
State Street Corp Boston, MA125MShares$38.8 Billion1.4% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX72.9MShares$22.6 Billion2.1% of portfolio
-
Morgan Stanley New York, NY67MShares$20.8 Billion1.31% of portfolio
About JPMORGAN CHASE & CO
- Ticker JPM
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 2,933,199,872
- Market Cap $909B
- 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 ...