Appleton Partners Inc J P Morgan Diversified Return Transaction History
Appleton Partners Inc
- $1.35 Billion
- Q4 2024
A detailed history of Appleton Partners Inc transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Appleton Partners Inc holds 176,944 shares of JPSE stock, worth $7.77 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
176,944
Previous 177,701
0.43%
Holding current value
$7.77 Million
Previous $8.54 Million
2.95%
% of portfolio
0.61%
Previous 0.63%
Shares
29 transactions
Others Institutions Holding JPSE
# of Institutions
108Shares Held
9.72MCall Options Held
0Put Options Held
0-
Raymond James Financial Inc St. Petersburg, FL1.4MShares$61.2 Million0.02% of portfolio
-
Koss Olinger Consulting, LLC1.24MShares$54.3 Million5.08% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL781KShares$34.3 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC615KShares$27 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL564KShares$24.8 Million0.02% of portfolio