Congress Wealth Management LLC Jp Morgan Diversified Return Transaction History
Congress Wealth Management LLC
- $9.76 Billion
- Q2 2025
A detailed history of Congress Wealth Management LLC transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Congress Wealth Management LLC holds 77,281 shares of JPEM stock, worth $4.46 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
77,281Holding current value
$4.46 Million% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding JPEM
# of Institutions
134Shares Held
5.06MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC317KShares$18.3 Million0.01% of portfolio
-
Old Mission Capital LLC274KShares$15.8 Million0.06% of portfolio
-
Morgan Stanley New York, NY246KShares$14.2 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC212KShares$12.2 Million0.0% of portfolio
-
Avantax Advisory Services, Inc.211KShares$12.2 Million0.07% of portfolio