Simon Quick Advisors, LLC Jp Morgan Diversified Return Transaction History
Simon Quick Advisors, LLC
- $2.19 Billion
- Q3 2025
Shares
2 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
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Bank Of America Corp Charlotte, NC323KShares$19.7 Million0.0% of portfolio
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Morgan Stanley New York, NY252KShares$15.3 Million0.0% of portfolio
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Cetera Investment Advisers Schaumburg, IL232KShares$14.1 Million0.02% of portfolio
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Avantax Advisory Services, Inc.211KShares$12.9 Million0.07% of portfolio