Oak Harbor Wealth Partners, LLC J P Morgan Diversified Return Transaction History
Oak Harbor Wealth Partners, LLC
- $361 Million
- Q2 2025
A detailed history of Oak Harbor Wealth Partners, LLC transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 19,370 shares of JPSE stock, worth $899,736. This represents 0.24% of its overall portfolio holdings.
Number of Shares
19,370
Previous 12,271
57.85%
Holding current value
$899,736
Previous $534,000
64.98%
% of portfolio
0.24%
Previous 0.16%
Shares
6 transactions
Others Institutions Holding JPSE
# of Institutions
109Shares Held
10.2MCall Options Held
0Put Options Held
0-
Raymond James Financial Inc St. Petersburg, FL1.32MShares$61.4 Million0.02% of portfolio
-
Koss Olinger Consulting, LLC1.25MShares$58 Million4.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC832KShares$38.7 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL781KShares$36.3 Million0.05% of portfolio
-
Raymond James & Associates St Petersburg, FL564KShares$26.2 Million0.02% of portfolio