Amplius Wealth Advisors, LLC Jp Morgan Diversified Return Transaction History
Amplius Wealth Advisors, LLC
- $818 Million
- Q1 2024
A detailed history of Amplius Wealth Advisors, LLC transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 104,884 shares of JPEM stock, worth $5.67 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
104,884
Previous 165,866
36.77%
Holding current value
$5.67 Million
Previous $8.67 Million
35.36%
% of portfolio
0.69%
Previous 1.12%
Shares
6 transactions
Others Institutions Holding JPEM
# of Institutions
123Shares Held
4.77MCall Options Held
0Put Options Held
0-
49 Wealth Management, LLC Austin, TX440KShares$23.8 Million5.05% of portfolio
-
Bank Of America Corp Charlotte, NC326KShares$17.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC258KShares$14 Million0.01% of portfolio
-
Ci Private Wealth, LLC Miami, FL203KShares$11 Million0.02% of portfolio
-
Argi Investment Services, LLC197KShares$10.7 Million0.31% of portfolio