Summit Wealth Partners, LLC Jpmorgan Tr Us Aggregate Bond Transaction History
Summit Wealth Partners, LLC
- $493 Billion
- Q1 2025
Shares
2 transactions
Others Institutions Holding JAGG
# of Institutions
96Shares Held
22.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY14.1MShares$00.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.36MShares$00.0% of portfolio
-
Clearwater Capital Advisors, LLC970KShares$00.0% of portfolio
-
Envestnet Asset Management Inc796KShares$00.0% of portfolio
-
Janney Montgomery Scott LLC523KShares$00.07% of portfolio