Journey Strategic Wealth LLC Jpmorgan Tr. Diversified Retur Transaction History
Journey Strategic Wealth LLC
- $2.34 Billion
- Q2 2024
A detailed history of Journey Strategic Wealth LLC transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 7,705 shares of JPME stock, worth $805,480. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,705
Previous 6,383
20.71%
Holding current value
$805,480
Previous $632,000
15.98%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding JPME
# of Institutions
81Shares Held
2.9MCall Options Held
0Put Options Held
0-
Cerity Partners LLC New York, NY681KShares$71.2 Million0.17% of portfolio
-
Morgan Stanley New York, NY294KShares$30.7 Million0.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL291KShares$30.4 Million0.04% of portfolio
-
Goldstein Advisors, LLC Madison, WI234KShares$24.4 Million3.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC212KShares$22.2 Million0.01% of portfolio