Independent Advisor Alliance Jp Morgan Diversified Return Transaction History
Independent Advisor Alliance
- $3.36 Billion
- Q2 2025
Shares
1 transactions
Others Institutions Holding JPEM
# of Institutions
133Shares Held
5.04MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC317KShares$18.2 Million0.01% of portfolio
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Old Mission Capital LLC274KShares$15.8 Million0.06% of portfolio
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Morgan Stanley New York, NY246KShares$14.1 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC212KShares$12.2 Million0.0% of portfolio
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Avantax Advisory Services, Inc.211KShares$12.2 Million0.07% of portfolio