Summit Financial Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History
Summit Financial Wealth Advisors, LLC
- $490 Million
- Q4 2024
A detailed history of Summit Financial Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 9,534 shares of JPM stock, worth $2.49 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
9,534
Previous 9,579
0.47%
Holding current value
$2.49 Million
Previous $2.02 Million
13.17%
% of portfolio
0.47%
Previous 0.4%
Shares
32 transactions
Others Institutions Holding JPM
# of Institutions
5,048Shares Held
2.01BCall Options Held
28.9MPut Options Held
31.4M-
Vanguard Group Inc Valley Forge, PA272MShares$71.2 Billion1.17% of portfolio
-
Black Rock Inc. New York, NY199MShares$51.9 Billion0.92% of portfolio
-
State Street Corp Boston, MA127MShares$33.3 Billion1.24% of portfolio
-
Morgan Stanley New York, NY68.8MShares$18 Billion1.19% of portfolio
-
Geode Capital Management, LLC Boston, MA59.2MShares$15.5 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 $767B
- 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 ...