Appleton Partners Inc Jp Morgan Diversified Return I Transaction History
Appleton Partners Inc
- $1.36 Billion
- Q3 2024
Shares
16 transactions
Others Institutions Holding JPIN
# of Institutions
103Shares Held
4.57MCall Options Held
0Put Options Held
0-
Ubs Group Ag634KShares$37.7 Million0.01% of portfolio
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Wealth Enhancement Advisory Services, LLC620KShares$36.8 Million0.09% of portfolio
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Bank Of America Corp Charlotte, NC453KShares$26.9 Million0.0% of portfolio
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Morgan Stanley New York, NY324KShares$19.2 Million0.0% of portfolio
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Cerity Partners LLC New York, NY262KShares$15.6 Million0.04% of portfolio