Dynamic Advisor Solutions LLC Jpmorgan Tr. Diversified Retur Transaction History
Dynamic Advisor Solutions LLC
- $2.97 Billion
- Q1 2025
A detailed history of Dynamic Advisor Solutions LLC transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 139,692 shares of JPME stock, worth $13.6 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
139,692
Previous 105,315
32.64%
Holding current value
$13.6 Million
Previous $10.8 Million
30.18%
% of portfolio
0.47%
Previous 0.47%
Shares
11 transactions
Others Institutions Holding JPME
# of Institutions
99Shares Held
3.01MCall Options Held
0Put Options Held
0-
Cerity Partners LLC New York, NY688KShares$67.1 Million0.15% of portfolio
-
High Tower Advisors, LLC Chicago, IL293KShares$28.5 Million0.04% of portfolio
-
Morgan Stanley New York, NY281KShares$27.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC230KShares$22.4 Million0.01% of portfolio
-
Creative One Wealth, LLC Overland Park, KS226KShares$22.1 Million0.77% of portfolio