Precedent Wealth Partners, LLC Jp Morgan Diversified Return Transaction History
Precedent Wealth Partners, LLC
- $303 Billion
- Q3 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 16,997 shares of JPEM stock, worth $905,430. This represents 0.32% of its overall portfolio holdings.
Number of Shares
16,997
Previous 17,381
2.21%
Holding current value
$905,430
Previous $940 Million
2.4%
% of portfolio
0.32%
Previous 0.38%
Shares
4 transactions
Others Institutions Holding JPEM
# of Institutions
125Shares Held
7.43MCall Options Held
0Put Options Held
0-
International Assets Investment Management, LLC Orlando, FL2.67MShares$142 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC414KShares$22.1 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC291KShares$15.5 Million0.01% of portfolio
-
Morgan Stanley New York, NY239KShares$12.8 Million0.0% of portfolio
-
Sam Advisors, LLC176KShares$9.38 Million3.69% of portfolio