Svb Wealth LLC Jpmorgan Tr. Diversified Retur Transaction History

Svb Wealth LLC

$2.41 Billion
Q1 2025

A detailed history of Svb Wealth LLC transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Svb Wealth LLC holds 192 shares of JPME stock, worth $18,854. This represents 0.0% of its overall portfolio holdings.

Number of Shares

192

Holding current value

$18,854

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 14, 2025	BUY	$97.76 - $107.35 $18,769 - $20,611	192 New	192 $19,000

Others Institutions Holding JPME

# of Institutions

Shares Held

2.91M

Call Options Held

Put Options Held

Cerity Partners LLC New York, NY

703K
Shares

$69 Million
0.15% of portfolio
High Tower Advisors, LLC Chicago, IL

300K
Shares

$29.4 Million
0.04% of portfolio
Morgan Stanley New York, NY

282K
Shares

$27.7 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

222K
Shares

$21.8 Million
0.01% of portfolio
Creative One Wealth, LLC Overland Park, KS

219K
Shares

$21.5 Million
0.74% of portfolio

View Full List

About JPMORGAN TR. DIVERSIFIED RETUR

Ticker JPME
Sector ETFs
Industry ETFs

More about JPME

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