Fsm Wealth Advisors, LLC Jpmorgan Tr. Diversified Retur Transaction History
Fsm Wealth Advisors, LLC
- $377 Million
- Q3 2024
A detailed history of Fsm Wealth Advisors, LLC transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 3,170 shares of JPME stock, worth $327,492. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,170
Previous 3,170
-0.0%
Holding current value
$327,492
Previous $301,000
10.3%
% of portfolio
0.09%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding JPME
# of Institutions
87Shares Held
3.05MCall Options Held
0Put Options Held
0-
Cerity Partners LLC New York, NY692KShares$71.5 Million0.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL292KShares$30.2 Million0.04% of portfolio
-
Morgan Stanley New York, NY288KShares$29.8 Million0.0% of portfolio
-
Creative One Wealth, LLC Overland Park, KS225KShares$23.2 Million0.86% of portfolio
-
Lpl Financial LLC Fort Mill, SC215KShares$22.2 Million0.01% of portfolio