Bogart Wealth, LLC Jpmorgan Tr. Diversified Retur Transaction History

Bogart Wealth, LLC

$2.11 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 06, 2024	BUY	$79.3 - $92.33 $79 - $92	1 New	1 $0

Others Institutions Holding JPME

# of Institutions

96

Shares Held

2.91M

Call Options Held

0

Put Options Held

0

Cerity Partners LLC New York, NY

703K
Shares

$71.9 Million
0.15% of portfolio
High Tower Advisors, LLC Chicago, IL

300K
Shares

$30.6 Million
0.04% of portfolio
Morgan Stanley New York, NY

282K
Shares

$28.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

222K
Shares

$22.7 Million
0.01% of portfolio
Creative One Wealth, LLC Overland Park, KS

219K
Shares

$22.4 Million
0.74% of portfolio

About JPMORGAN TR. DIVERSIFIED RETUR

Ticker JPME
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