Adamsbrown Wealth Consultants LLC Jpmorgan Tr. Diversified Retur Transaction History
Adamsbrown Wealth Consultants LLC
- $256 Million
- Q2 2024
A detailed history of Adamsbrown Wealth Consultants LLC transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Adamsbrown Wealth Consultants LLC holds 5,216 shares of JPME stock, worth $544,289. This represents 0.19% of its overall portfolio holdings.
Number of Shares
5,216
Previous 5,707
8.6%
Holding current value
$544,289
Previous $565,000
12.21%
% of portfolio
0.19%
Previous 0.23%
Shares
8 transactions
Others Institutions Holding JPME
# of Institutions
81Shares Held
2.9MCall Options Held
0Put Options Held
0-
Cerity Partners LLC New York, NY681KShares$71.1 Million0.17% of portfolio
-
Morgan Stanley New York, NY294KShares$30.6 Million0.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL291KShares$30.4 Million0.04% of portfolio
-
Goldstein Advisors, LLC Madison, WI234KShares$24.4 Million3.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC212KShares$22.1 Million0.01% of portfolio