Lwm Advisory Services, LLC J P Morgan Diversified Return Transaction History
Lwm Advisory Services, LLC
- $139 Million
- Q1 2025
A detailed history of Lwm Advisory Services, LLC transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 21,873 shares of JPSE stock, worth $1.01 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
21,873
Previous 22,553
3.02%
Holding current value
$1.01 Million
Previous $1.06 Million
9.92%
% of portfolio
0.69%
Previous 0.76%
Shares
12 transactions
Others Institutions Holding JPSE
# of Institutions
111Shares Held
10.1MCall Options Held
0Put Options Held
0-
Raymond James Financial Inc St. Petersburg, FL1.32MShares$61.3 Million0.02% of portfolio
-
Koss Olinger Consulting, LLC1.25MShares$57.9 Million4.72% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL781KShares$36.2 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC646KShares$30 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL564KShares$26.2 Million0.02% of portfolio