Bartlett & Co. Wealth Management LLC Jpmorgan Tr. Diversified Retur Transaction History
Bartlett & Co. Wealth Management LLC
- $6.5 Trillion
- Q1 2024
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 15 shares of JPME stock, worth $1,415. This represents 0.0% of its overall portfolio holdings.
Number of Shares
15
Previous 59
74.58%
Holding current value
$1,415
Previous $5.45 Million
72.7%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding JPME
# of Institutions
82Shares Held
3.75MCall Options Held
0Put Options Held
0-
Argi Investment Services, LLC774KShares$73.1 Million2.08% of portfolio
-
Cerity Partners LLC New York, NY671KShares$63.3 Million0.18% of portfolio
-
Morgan Stanley New York, NY330KShares$31.1 Million0.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL292KShares$27.6 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC246KShares$23.2 Million0.01% of portfolio