Ae Wealth Management LLC J P Morgan Diversified Return Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

A detailed history of Ae Wealth Management LLC transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Ae Wealth Management LLC holds 232 shares of JPSE stock, worth $10,906. This represents 0.0% of its overall portfolio holdings.

Number of Shares

232

Holding current value

$10,906

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$46.77 - $51.7 $10,850 - $11,994	232 New	232 $10,000

Others Institutions Holding JPSE

# of Institutions

109

Shares Held

9.6M

Call Options Held

Put Options Held

Raymond James Financial Inc St. Petersburg, FL

1.4M
Shares

$65.6 Million
0.02% of portfolio
Koss Olinger Consulting, LLC

1.24M
Shares

$58.2 Million
5.08% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

781K
Shares

$36.7 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

615K
Shares

$28.9 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

564K
Shares

$26.5 Million
0.02% of portfolio

View Full List

About J P MORGAN DIVERSIFIED RETURN

Ticker JPSE
Sector ETFs
Industry ETFs

More about JPSE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Account

Ae Wealth Management LLC J P Morgan Diversified Return Transaction History