Edge Wealth Management LLC Jp Morgan Diversified Return I Transaction History
Edge Wealth Management LLC
- $488 Million
- Q2 2025
Shares
9 transactions
Others Institutions Holding JPIN
# of Institutions
108Shares Held
4.23MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC488KShares$31.6 Million0.06% of portfolio
-
Ubs Group Ag482KShares$31.2 Million0.01% of portfolio
-
Morgan Stanley New York, NY300KShares$19.4 Million0.0% of portfolio
-
Cerity Partners LLC New York, NY234KShares$15.1 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC233KShares$15.1 Million0.0% of portfolio