Rise Advisors, LLC Jpmorgan Tr. Diversified Retur Transaction History
Rise Advisors, LLC
- $220 Million
- Q1 2025
A detailed history of Rise Advisors, LLC transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Rise Advisors, LLC holds 95 shares of JPME stock, worth $9,709. This represents 0.0% of its overall portfolio holdings.
Number of Shares
95
Previous 94
1.06%
Holding current value
$9,709
Previous $9,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding JPME
# of Institutions
96Shares Held
2.96MCall Options Held
0Put Options Held
0-
Cerity Partners LLC New York, NY703KShares$71.8 Million0.15% of portfolio
-
High Tower Advisors, LLC Chicago, IL300KShares$30.6 Million0.04% of portfolio
-
Morgan Stanley New York, NY282KShares$28.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC222KShares$22.7 Million0.01% of portfolio
-
Creative One Wealth, LLC Overland Park, KS219KShares$22.4 Million0.74% of portfolio