Golden State Wealth Management, LLC Jpmorgan Tr. Diversified Retur Transaction History
Golden State Wealth Management, LLC
- $822 Billion
- Q2 2025
A detailed history of Golden State Wealth Management, LLC transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 82 shares of JPME stock, worth $8,733. This represents 0.0% of its overall portfolio holdings.
Number of Shares
82
Previous 82
-0.0%
Holding current value
$8,733
Previous $8.25 Million
3.12%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding JPME
# of Institutions
98Shares Held
2.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY430KShares$45.8 Million0.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL295KShares$31.4 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC230KShares$24.5 Million0.01% of portfolio
-
Dynamic Advisor Solutions LLC156KShares$16.6 Million0.51% of portfolio
-
Cerity Partners LLC New York, NY100KShares$10.7 Million0.02% of portfolio