Appleton Partners Inc Jpmorgan Tr. Diversified Retur Transaction History
Appleton Partners Inc
- $1.3 Billion
- Q2 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 88,145 shares of JPME stock, worth $8.35 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
88,145
Previous 87,745
0.46%
Holding current value
$8.35 Million
Previous $8.7 Million
3.54%
% of portfolio
0.65%
Previous 0.68%
Shares
27 transactions
Others Institutions Holding JPME
# of Institutions
82Shares Held
3.75MCall Options Held
0Put Options Held
0-
Argi Investment Services, LLC774KShares$73.4 Million2.08% of portfolio
-
Cerity Partners LLC New York, NY671KShares$63.6 Million0.18% of portfolio
-
Morgan Stanley New York, NY330KShares$31.2 Million0.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL292KShares$27.7 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC246KShares$23.3 Million0.01% of portfolio