5 T Wealth, LLC Jp Morgan Diversified Return I Transaction History

5 T Wealth, LLC

$183 Billion
Q4 2024

A detailed history of 5 T Wealth, LLC transactions in Jp Morgan Diversified Return I stock. As of the latest transaction made, 5 T Wealth, LLC holds 19,370 shares of JPIN stock, worth $1.1 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

19,370

Holding current value

$1.1 Million

% of portfolio

0.57%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 31, 2025	BUY	$53.56 - $59.9 $1.04 Million - $1.16 Million	19,370 New	19,370 $1.04 Billion

Others Institutions Holding JPIN

# of Institutions

105

Shares Held

4.18M

Call Options Held

Put Options Held

Wealth Enhancement Advisory Services, LLC

583K
Shares

$33 Million
0.07% of portfolio
Ubs Group Ag

570K
Shares

$32.3 Million
0.01% of portfolio
Morgan Stanley New York, NY

309K
Shares

$17.5 Million
0.0% of portfolio
Cerity Partners LLC New York, NY

239K
Shares

$13.6 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

232K
Shares

$13.1 Million
0.0% of portfolio

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About JP MORGAN DIVERSIFIED RETURN I

Ticker JPIN
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