Balboa Wealth Partners Jpmorgan Chase & CO Transaction History
Balboa Wealth Partners
- $369 Million
- Q2 2024
A detailed history of Balboa Wealth Partners transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Balboa Wealth Partners holds 9,920 shares of JPM stock, worth $2.21 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
9,920
Previous 8,417
17.86%
Holding current value
$2.21 Million
Previous $1.69 Million
19.05%
% of portfolio
0.54%
Previous 0.54%
Shares
8 transactions
Others Institutions Holding JPM
# of Institutions
4,556Shares Held
2.02BCall Options Held
26.1MPut Options Held
29M-
Vanguard Group Inc Valley Forge, PA271MShares$60.5 Billion1.07% of portfolio
-
Black Rock Inc. New York, NY199MShares$44.3 Billion0.92% of portfolio
-
State Street Corp Boston, MA126MShares$28.1 Billion1.13% of portfolio
-
Morgan Stanley New York, NY68.2MShares$15.2 Billion1.08% of portfolio
-
Geode Capital Management, LLC Boston, MA57.8MShares$12.9 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 $654B
- 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 ...