N.E.W. Advisory Services LLC Jpmorgan Tr. Diversified Retur Transaction History
N.E.W. Advisory Services LLC
- $899 Million
- Q1 2024
A detailed history of N.E.W. Advisory Services LLC transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 34,032 shares of JPME stock, worth $3.22 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
34,032
Previous 34,084
0.15%
Holding current value
$3.22 Million
Previous $3.13 Million
7.73%
% of portfolio
0.38%
Previous 0.38%
Shares
3 transactions
Others Institutions Holding JPME
# of Institutions
82Shares Held
3.75MCall Options Held
0Put Options Held
0-
Argi Investment Services, LLC774KShares$73.4 Million2.08% of portfolio
-
Cerity Partners LLC New York, NY671KShares$63.6 Million0.18% of portfolio
-
Morgan Stanley New York, NY330KShares$31.2 Million0.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL292KShares$27.7 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC246KShares$23.3 Million0.01% of portfolio