Svb Wealth LLC Jp Morgan Diversified Return I Transaction History

Svb Wealth LLC

$2.41 Billion
Q1 2025

A detailed history of Svb Wealth LLC transactions in Jp Morgan Diversified Return I stock. As of the latest transaction made, Svb Wealth LLC holds 216 shares of JPIN stock, worth $12,970. This represents 0.0% of its overall portfolio holdings.

Number of Shares

216

Holding current value

$12,970

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 14, 2025	BUY	$52.75 - $58.91 $11,394 - $12,724	216 New	216 $12,000

Others Institutions Holding JPIN

# of Institutions

107

Shares Held

4.28M

Call Options Held

Put Options Held

Wealth Enhancement Advisory Services, LLC

502K
Shares

$30.1 Million
0.06% of portfolio
Ubs Group Ag

482K
Shares

$29 Million
0.01% of portfolio
Morgan Stanley New York, NY

300K
Shares

$18 Million
0.0% of portfolio
Cerity Partners LLC New York, NY

234K
Shares

$14 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

233K
Shares

$14 Million
0.0% of portfolio

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About JP MORGAN DIVERSIFIED RETURN I

Ticker JPIN
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