Lwm Advisory Services, LLC J P Morgan Diversified Return Transaction History
Lwm Advisory Services, LLC
- $139 Million
- Q2 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 21,972 shares of JPSE stock, worth $1.09 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
21,972
Previous 21,873
0.45%
Holding current value
$1.09 Million
Previous $953,000
4.83%
% of portfolio
0.72%
Previous 0.69%
Shares
13 transactions
Others Institutions Holding JPSE
# of Institutions
108Shares Held
9.24MCall Options Held
0Put Options Held
0-
Koss Olinger Consulting, LLC1.24MShares$61.8 Million4.84% of portfolio
-
Lpl Financial LLC Fort Mill, SC832KShares$41.5 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL796KShares$39.7 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL781KShares$38.9 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC572KShares$28.5 Million0.0% of portfolio