Mendel Money Management J P Morgan Diversified Return Transaction History
Mendel Money Management
- $212 Million
- Q1 2024
A detailed history of Mendel Money Management transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Mendel Money Management holds 10,035 shares of JPSE stock, worth $433,512. This represents 0.21% of its overall portfolio holdings.
Number of Shares
10,035
Previous 9,640
4.1%
Holding current value
$433,512
Previous $424,000
6.84%
% of portfolio
0.21%
Previous 0.21%
Shares
7 transactions
Others Institutions Holding JPSE
# of Institutions
92Shares Held
6.89MCall Options Held
0Put Options Held
0-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL823KShares$35.6 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC778KShares$33.6 Million0.02% of portfolio
-
Royal Bank Of Canada Toronto, A6557KShares$24.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC498KShares$21.5 Million0.0% of portfolio
-
Capital Advisors Wealth Management, LLC424KShares$18.3 Million3.98% of portfolio