Lodestone Wealth Management LLC Jp Morgan Diversified Return I Transaction History
Lodestone Wealth Management LLC
- $246 Billion
- Q4 2025
A detailed history of Lodestone Wealth Management LLC transactions in Jp Morgan Diversified Return I stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 1,316 shares of JPIN stock, worth $89,803. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,316Holding current value
$89,803% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding JPIN
# of Institutions
116Shares Held
4.2MCall Options Held
0Put Options Held
0-
Ubs Group Ag478KShares$32.6 Million0.01% of portfolio
-
Wealth Enhancement Advisory Services, LLC470KShares$32.1 Million0.05% of portfolio
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Morgan Stanley New York, NY305KShares$20.8 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC217KShares$14.8 Million0.0% of portfolio
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Cerity Partners LLC New York, NY208KShares$14.2 Million0.02% of portfolio