Landmark Wealth Management, Inc. Jpmorgan Tr. Diversified Retur Transaction History
Landmark Wealth Management, Inc.
- $233 Billion
- Q2 2025
A detailed history of Landmark Wealth Management, Inc. transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Landmark Wealth Management, Inc. holds 6,517 shares of JPME stock, worth $680,439. This represents 0.29% of its overall portfolio holdings.
Number of Shares
6,517
Previous 6,698
2.7%
Holding current value
$680,439
Previous $674 Million
0.34%
% of portfolio
0.29%
Previous 0.32%
Shares
4 transactions
Others Institutions Holding JPME
# of Institutions
95Shares Held
2.96MCall Options Held
0Put Options Held
0-
Cerity Partners LLC New York, NY703KShares$73.4 Million0.15% of portfolio
-
High Tower Advisors, LLC Chicago, IL300KShares$31.3 Million0.04% of portfolio
-
Morgan Stanley New York, NY282KShares$29.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC222KShares$23.2 Million0.01% of portfolio
-
Creative One Wealth, LLC Overland Park, KS219KShares$22.9 Million0.74% of portfolio