Amplius Wealth Advisors, LLC Jp Morgan Diversified Return Transaction History
Amplius Wealth Advisors, LLC
- $985 Million
- Q2 2025
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 123,726 shares of JPEM stock, worth $7.12 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
123,726
Previous 125,388
1.33%
Holding current value
$7.12 Million
Previous $6.62 Million
5.39%
% of portfolio
0.71%
Previous 0.75%
Shares
11 transactions
Others Institutions Holding JPEM
# of Institutions
133Shares Held
5.04MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC317KShares$18.2 Million0.01% of portfolio
-
Old Mission Capital LLC274KShares$15.8 Million0.06% of portfolio
-
Morgan Stanley New York, NY246KShares$14.1 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC212KShares$12.2 Million0.0% of portfolio
-
Avantax Advisory Services, Inc.211KShares$12.2 Million0.07% of portfolio