Monument Group Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History
Monument Group Wealth Advisors, LLC
- $141 Billion
- Q4 2024
A detailed history of Monument Group Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 1,500 shares of JPM stock, worth $396,974. This represents 0.25% of its overall portfolio holdings.
Number of Shares
1,500
Previous 1,500
-0.0%
Holding current value
$396,974
Previous $316 Million
13.68%
% of portfolio
0.25%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding JPM
# of Institutions
5,061Shares Held
2.01BCall Options Held
28.9MPut Options Held
31.4M-
Vanguard Group Inc Valley Forge, PA272MShares$72.1 Billion1.17% of portfolio
-
Black Rock Inc. New York, NY199MShares$52.6 Billion0.92% of portfolio
-
State Street Corp Boston, MA127MShares$33.7 Billion1.24% of portfolio
-
Morgan Stanley New York, NY68.8MShares$18.2 Billion1.19% of portfolio
-
Geode Capital Management, LLC Boston, MA59.2MShares$15.7 Billion1.13% of portfolio
About JPMORGAN CHASE & CO
- Ticker JPM
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 2,933,199,872
- Market Cap $776B
- 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 ...