Aspire Wealth Management Corp Jpmorgan Tr. Diversified Retur Transaction History
Aspire Wealth Management Corp
- $166 Million
- Q2 2024
A detailed history of Aspire Wealth Management Corp transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Aspire Wealth Management Corp holds 806 shares of JPME stock, worth $84,106. This represents 0.05% of its overall portfolio holdings.
Number of Shares
806
Previous 995
18.99%
Holding current value
$84,106
Previous $98,000
22.45%
% of portfolio
0.05%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding JPME
# of Institutions
81Shares Held
2.9MCall Options Held
0Put Options Held
0-
Cerity Partners LLC New York, NY681KShares$71.1 Million0.17% of portfolio
-
Morgan Stanley New York, NY294KShares$30.6 Million0.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL291KShares$30.4 Million0.04% of portfolio
-
Goldstein Advisors, LLC Madison, WI234KShares$24.4 Million3.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC212KShares$22.1 Million0.01% of portfolio