Walkner Condon Financial Advisors LLC Jp Morgan Diversified Return Transaction History
Walkner Condon Financial Advisors LLC
- $459 Million
- Q2 2024
A detailed history of Walkner Condon Financial Advisors LLC transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 4,197 shares of JPEM stock, worth $226,973. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,197
Previous 4,197
-0.0%
Holding current value
$226,973
Previous $226,000
-0.0%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding JPEM
# of Institutions
127Shares Held
7.57MCall Options Held
0Put Options Held
0-
International Assets Investment Management, LLC Orlando, FL2.67MShares$145 Million0.14% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX496KShares$26.8 Million0.97% of portfolio
-
Bank Of America Corp Charlotte, NC336KShares$18.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC272KShares$14.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY235KShares$12.7 Million0.0% of portfolio