N.E.W. Advisory Services LLC Jpmorgan Tr. Diversified Retur Transaction History
N.E.W. Advisory Services LLC
- $1.01 Billion
- Q3 2024
A detailed history of N.E.W. Advisory Services LLC transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 50,811 shares of JPME stock, worth $5.26 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
50,811
Previous 36,975
37.42%
Holding current value
$5.26 Million
Previous $3.52 Million
51.62%
% of portfolio
0.53%
Previous 0.38%
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$71.7 Million0.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL292KShares$30.2 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