Jacobi Capital Management LLC Jp Morgan Diversified Return Transaction History
Jacobi Capital Management LLC
- $1.14 Billion
- Q2 2024
A detailed history of Jacobi Capital Management LLC transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Jacobi Capital Management LLC holds 27,358 shares of JPEM stock, worth $1.56 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
27,358
Previous 25,402
7.7%
Holding current value
$1.56 Million
Previous $1.36 Million
8.99%
% of portfolio
0.13%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding JPEM
# of Institutions
130Shares Held
4.94MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX496KShares$28.2 Million0.97% of portfolio
-
Bank Of America Corp Charlotte, NC336KShares$19.1 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC272KShares$15.5 Million0.01% of portfolio
-
Morgan Stanley New York, NY235KShares$13.4 Million0.0% of portfolio
-
Ci Private Wealth, LLC Miami, FL187KShares$10.7 Million0.02% of portfolio