Wealth Plan Partners, LLC Jp Morgan Diversified Return Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 31, 2023	BUY	$49.67 - $52.49 $397 - $419	8 Added 1.22%	662 $33.4 Million
Q1 2023 May 10, 2023	BUY	$49.13 - $52.77 $32,131 - $34,511	654 New	654 $33 Million

Others Institutions Holding JPEM

# of Institutions

125

Shares Held

7.43M

Call Options Held

0

Put Options Held

0

International Assets Investment Management, LLC Orlando, FL

2.67M
Shares

$143 Million
0.14% of portfolio
Bank Of America Corp Charlotte, NC

414K
Shares

$22.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

291K
Shares

$15.6 Million
0.01% of portfolio
Morgan Stanley New York, NY

239K
Shares

$12.8 Million
0.0% of portfolio
Sam Advisors, LLC

176K
Shares

$9.43 Million
3.69% of portfolio

About JP MORGAN DIVERSIFIED RETURN

Ticker JPEM
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