Appleton Partners Inc Jpmorgan Tr. Diversified Retur Transaction History
Appleton Partners Inc
- $1.36 Billion
- Q3 2024
A detailed history of Appleton Partners Inc transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Appleton Partners Inc holds 88,056 shares of JPME stock, worth $9.19 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
88,056
Previous 88,145
0.1%
Holding current value
$9.19 Million
Previous $8.39 Million
10.23%
% of portfolio
0.68%
Previous 0.65%
Shares
28 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