Herold Advisors, Inc. Jp Morgan Diversified Return I Transaction History
Herold Advisors, Inc.
- $439 Million
- Q1 2025
Shares
4 transactions
Others Institutions Holding JPIN
# of Institutions
115Shares Held
4.2MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC488KShares$31.9 Million0.06% of portfolio
-
Ubs Group Ag482KShares$31.5 Million0.01% of portfolio
-
Morgan Stanley New York, NY300KShares$19.6 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC233KShares$15.2 Million0.0% of portfolio
-
Cerity Partners LLC New York, NY209KShares$13.7 Million0.02% of portfolio