Potentia Wealth Jp Morgan Diversified Return Transaction History
Potentia Wealth
- $262 Billion
- Q3 2025
A detailed history of Potentia Wealth transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Potentia Wealth holds 10,174 shares of JPEM stock, worth $619,393. This represents 0.23% of its overall portfolio holdings.
Number of Shares
10,174
Previous 10,173
0.01%
Holding current value
$619,393
Previous $574 Million
4.59%
% of portfolio
0.23%
Previous 0.33%
Shares
4 transactions
Others Institutions Holding JPEM
# of Institutions
127Shares Held
5.39MCall 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