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 $9.45 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
88,056
Previous 88,145
0.1%
Holding current value
$9.45 Million
Previous $8.39 Million
10.23%
% of portfolio
0.68%
Previous 0.65%
Shares
28 transactions
Others Institutions Holding JPME
# of Institutions
86Shares Held
3MCall Options Held
0Put Options Held
0-
Cerity Partners LLC New York, NY692KShares$74.3 Million0.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL292KShares$31.3 Million0.04% of portfolio
-
Morgan Stanley New York, NY288KShares$31 Million0.0% of portfolio
-
Creative One Wealth, LLC Overland Park, KS225KShares$24.1 Million0.86% of portfolio
-
Lpl Financial LLC Fort Mill, SC215KShares$23.1 Million0.01% of portfolio