Cassilly Financial Group LLC Jpmorgan Tr. Diversified Retur Transaction History
Cassilly Financial Group LLC
- $113 Billion
- Q4 2025
A detailed history of Cassilly Financial Group LLC transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Cassilly Financial Group LLC holds 15,335 shares of JPME stock, worth $1.64 Million. This represents 1.47% of its overall portfolio holdings.
Number of Shares
15,335Holding current value
$1.64 Million% of portfolio
1.47%Shares
1 transactions
Others Institutions Holding JPME
# of Institutions
108Shares Held
2.38MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY439KShares$46.8 Million0.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL314KShares$33.5 Million0.04% of portfolio
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Lpl Financial LLC Fort Mill, SC227KShares$24.3 Million0.01% of portfolio
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Dynamic Advisor Solutions LLC154KShares$16.4 Million0.56% of portfolio
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Cambridge Investment Research Advisors, Inc.112KShares$11.9 Million0.03% of portfolio