Lwm Advisory Services, LLC Jpmorgan Tr. Diversified Retur Transaction History
Lwm Advisory Services, LLC
- $116 Million
- Q2 2024
A detailed history of Lwm Advisory Services, LLC transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 15,994 shares of JPME stock, worth $1.67 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
15,994
Previous 16,133
0.86%
Holding current value
$1.67 Million
Previous $1.6 Million
4.82%
% of portfolio
1.32%
Previous 1.1%
Shares
10 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