Heron Financial Group, LLC Jp Morgan Diversified Return I Transaction History
Heron Financial Group, LLC
- $185 Million
- Q2 2023
A detailed history of Heron Financial Group, LLC transactions in Jp Morgan Diversified Return I stock. As of the latest transaction made, Heron Financial Group, LLC holds 4,088 shares of JPIN stock, worth $223,940. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,088
Previous 4,088
-0.0%
Holding current value
$223,940
Previous $213,000
0.47%
% of portfolio
0.11%
Previous 0.12%
Shares
6 transactions
Others Institutions Holding JPIN
# of Institutions
100Shares Held
4.21MCall Options Held
0Put Options Held
0-
Ubs Group Ag618KShares$33.9 Million0.01% of portfolio
-
Wealth Enhancement Advisory Services, LLC583KShares$31.9 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC419KShares$22.9 Million0.0% of portfolio
-
Morgan Stanley New York, NY325KShares$17.8 Million0.0% of portfolio
-
Cerity Partners LLC New York, NY269KShares$14.7 Million0.04% of portfolio