Cornerstone Wealth Management, LLC J P Morgan Diversified Return Transaction History
Cornerstone Wealth Management, LLC
- $1.21 Billion
- Q1 2024
A detailed history of Cornerstone Wealth Management, LLC transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 13,711 shares of JPSE stock, worth $592,315. This represents 0.05% of its overall portfolio holdings.
Number of Shares
13,711
Previous 13,814
0.75%
Holding current value
$592,315
Previous $608,000
1.81%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding JPSE
# of Institutions
92Shares Held
6.89MCall Options Held
0Put Options Held
0-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL823KShares$35.6 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC778KShares$33.6 Million0.02% of portfolio
-
Royal Bank Of Canada Toronto, A6557KShares$24.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC498KShares$21.5 Million0.0% of portfolio
-
Capital Advisors Wealth Management, LLC424KShares$18.3 Million3.98% of portfolio