Vestia Personal Wealth Advisors Jpmorgan Chase & CO Transaction History
Vestia Personal Wealth Advisors
- $121 Billion
- Q4 2024
A detailed history of Vestia Personal Wealth Advisors transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 1,163 shares of JPM stock, worth $311,951. This represents 0.23% of its overall portfolio holdings.
Number of Shares
1,163
Previous 1,033
12.58%
Holding current value
$311,951
Previous $218 Million
28.03%
% of portfolio
0.23%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding JPM
# of Institutions
4,711Shares Held
1.95BCall Options Held
29.8MPut Options Held
35.8M-
Vanguard Group Inc Valley Forge, PA272MShares$73 Billion1.05% of portfolio
-
Black Rock Inc. New York, NY199MShares$53.3 Billion0.92% of portfolio
-
State Street Corp Boston, MA126MShares$33.8 Billion1.1% of portfolio
-
Morgan Stanley New York, NY69.2MShares$18.6 Billion1.08% of portfolio
-
Geode Capital Management, LLC Boston, MA58.3MShares$15.6 Billion1.01% of portfolio
About JPMORGAN CHASE & CO
- Ticker JPM
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 2,933,199,872
- Market Cap $787B
- 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 ...