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 $707,550. This represents 0.29% of its overall portfolio holdings.
Number of Shares
6,517
Previous 6,698
2.7%
Holding current value
$707,550
Previous $674 Million
0.34%
% of portfolio
0.29%
Previous 0.32%
Shares
4 transactions
Others Institutions Holding JPME
# of Institutions
96Shares Held
2.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY430KShares$46.7 Million0.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL295KShares$32 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC230KShares$25 Million0.01% of portfolio
-
Dynamic Advisor Solutions LLC156KShares$16.9 Million0.51% of portfolio
-
Cerity Partners LLC New York, NY100KShares$10.9 Million0.02% of portfolio