Journey Strategic Wealth LLC Jpmorgan Tr. Diversified Retur Transaction History
Journey Strategic Wealth LLC
- $2.71 Billion
- Q3 2024
A detailed history of Journey Strategic Wealth LLC transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 8,812 shares of JPME stock, worth $913,892. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,812
Previous 7,705
14.37%
Holding current value
$913,892
Previous $733,000
26.19%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding JPME
# of Institutions
87Shares Held
3.05MCall Options Held
0Put Options Held
0-
Cerity Partners LLC New York, NY692KShares$71.8 Million0.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL292KShares$30.3 Million0.04% of portfolio
-
Morgan Stanley New York, NY288KShares$29.9 Million0.0% of portfolio
-
Creative One Wealth, LLC Overland Park, KS225KShares$23.3 Million0.86% of portfolio
-
Lpl Financial LLC Fort Mill, SC215KShares$22.3 Million0.01% of portfolio