Core Wealth Partners LLC Jpmorgan Chase & CO Transaction History
Core Wealth Partners LLC
- $146 Billion
- Q2 2024
A detailed history of Core Wealth Partners LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Core Wealth Partners LLC holds 6,714 shares of JPM stock, worth $1.51 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
6,714
Previous 6,106
9.96%
Holding current value
$1.51 Million
Previous $1.22 Billion
11.03%
% of portfolio
0.93%
Previous 0.92%
Shares
7 transactions
Others Institutions Holding JPM
# of Institutions
4,555Shares Held
2.02BCall Options Held
26.1MPut Options Held
29M-
Vanguard Group Inc Valley Forge, PA271MShares$61 Billion1.07% of portfolio
-
Black Rock Inc. New York, NY199MShares$44.6 Billion0.92% of portfolio
-
State Street Corp Boston, MA126MShares$28.3 Billion1.13% of portfolio
-
Morgan Stanley New York, NY68.2MShares$15.3 Billion1.08% of portfolio
-
Geode Capital Management, LLC Boston, MA57.8MShares$13 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 $659B
- 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 ...