Appleton Partners Inc Jpmorgan Diversified Return Us Transaction History
Appleton Partners Inc
- $1.29 Billion
- Q1 2025
Shares
3 transactions
Others Institutions Holding JPUS
# of Institutions
95Shares Held
2.85MCall Options Held
0Put Options Held
0-
St Germain D J CO Inc Springfield, MA436KShares$50.5 Million2.44% of portfolio
-
Modera Wealth Management, LLC297KShares$34.4 Million0.47% of portfolio
-
Bank Of America Corp Charlotte, NC265KShares$30.7 Million0.0% of portfolio
-
Planning Alternatives LTD236KShares$27.3 Million4.2% of portfolio
-
Captrust Financial Advisors Raleigh, NC209KShares$24.2 Million0.06% of portfolio