Appleton Partners Inc J P Morgan Diversified Return Transaction History
Appleton Partners Inc
- $1.29 Billion
- Q1 2025
A detailed history of Appleton Partners Inc transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Appleton Partners Inc holds 182,293 shares of JPSE stock, worth $7.4 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
182,293
Previous 176,944
3.02%
Holding current value
$7.4 Million
Previous $8.28 Million
4.07%
% of portfolio
0.61%
Previous 0.61%
Shares
30 transactions
Others Institutions Holding JPSE
# of Institutions
109Shares Held
9.72MCall Options Held
0Put Options Held
0-
Raymond James Financial Inc St. Petersburg, FL1.4MShares$56.7 Million0.02% of portfolio
-
Koss Olinger Consulting, LLC1.24MShares$50.3 Million5.08% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL781KShares$31.7 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC615KShares$25 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL564KShares$22.9 Million0.02% of portfolio