Appleton Partners Inc Jpmorgan Tr. Diversified Retur Transaction History
Appleton Partners Inc
- $1.29 Billion
- Q1 2025
A detailed history of Appleton Partners Inc transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Appleton Partners Inc holds 87,687 shares of JPME stock, worth $9.2 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
87,687
Previous 86,798
1.02%
Holding current value
$9.2 Million
Previous $8.89 Million
0.84%
% of portfolio
0.68%
Previous 0.66%
Shares
30 transactions
Others Institutions Holding JPME
# of Institutions
95Shares Held
2.96MCall Options Held
0Put Options Held
0-
Cerity Partners LLC New York, NY703KShares$73.7 Million0.15% of portfolio
-
High Tower Advisors, LLC Chicago, IL300KShares$31.4 Million0.04% of portfolio
-
Morgan Stanley New York, NY282KShares$29.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC222KShares$23.3 Million0.01% of portfolio
-
Creative One Wealth, LLC Overland Park, KS219KShares$23 Million0.74% of portfolio