Smallwood Wealth Investment Management, LLC J P Morgan Diversified Return Transaction History
Smallwood Wealth Investment Management, LLC
- $152 Million
- Q1 2025
A detailed history of Smallwood Wealth Investment Management, LLC transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 226 shares of JPSE stock, worth $9,446. This represents 0.01% of its overall portfolio holdings.
Number of Shares
226Holding current value
$9,446% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding JPSE
# of Institutions
111Shares Held
10.6MCall Options Held
0Put Options Held
0-
Raymond James Financial Inc St. Petersburg, FL1.32MShares$55.3 Million0.02% of portfolio
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Koss Olinger Consulting, LLC1.27MShares$53 Million4.7% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL781KShares$32.6 Million0.05% of portfolio
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Jones Financial Companies Lllp748KShares$31.3 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC646KShares$27 Million0.01% of portfolio