Creative One Wealth, LLC Jpmorgan Tr. Diversified Retur Transaction History
Creative One Wealth, LLC
- $2.51 Billion
- Q1 2024
A detailed history of Creative One Wealth, LLC transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Creative One Wealth, LLC holds 222,040 shares of JPME stock, worth $21.1 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
222,040
Previous 159,680
39.05%
Holding current value
$21.1 Million
Previous $14.7 Million
50.04%
% of portfolio
0.88%
Previous 0.94%
Shares
26 transactions
Others Institutions Holding JPME
# of Institutions
82Shares Held
3.75MCall Options Held
0Put Options Held
0-
Argi Investment Services, LLC774KShares$73.7 Million2.08% of portfolio
-
Cerity Partners LLC New York, NY671KShares$63.9 Million0.18% of portfolio
-
Morgan Stanley New York, NY330KShares$31.4 Million0.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL292KShares$27.8 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC246KShares$23.4 Million0.01% of portfolio