Bartlett & Co. Wealth Management LLC Jpmorgan Tr. Diversified Retur Transaction History
Bartlett & Co. Wealth Management LLC
- $6.97 Trillion
- Q3 2024
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 15 shares of JPME stock, worth $1,552. This represents 0.0% of its overall portfolio holdings.
Number of Shares
15
Previous 15
-0.0%
Holding current value
$1,552
Previous $1.43 Million
10.36%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding JPME
# of Institutions
87Shares Held
3.05MCall Options Held
0Put Options Held
0-
Cerity Partners LLC New York, NY692KShares$71.7 Million0.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL292KShares$30.2 Million0.04% of portfolio
-
Morgan Stanley New York, NY288KShares$29.9 Million0.0% of portfolio
-
Creative One Wealth, LLC Overland Park, KS225KShares$23.3 Million0.86% of portfolio
-
Lpl Financial LLC Fort Mill, SC215KShares$22.3 Million0.01% of portfolio