Bogart Wealth, LLC Jp Morgan Diversified Return Transaction History
Bogart Wealth, LLC
- $2.46 Billion
- Q3 2025
A detailed history of Bogart Wealth, LLC transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Bogart Wealth, LLC holds 155 shares of JPEM stock, worth $9,436. This represents 0.0% of its overall portfolio holdings.
Number of Shares
155
Previous 155
-0.0%
Holding current value
$9,436
Previous $8,000
12.5%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding JPEM
# of Institutions
127Shares Held
5.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC397KShares$24.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC323KShares$19.7 Million0.0% of portfolio
-
Morgan Stanley New York, NY252KShares$15.3 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL232KShares$14.1 Million0.02% of portfolio
-
Avantax Advisory Services, Inc.211KShares$12.9 Million0.07% of portfolio