Valley National Advisers Inc Jpmorgan Tr. Diversified Retur Transaction History

Valley National Advisers Inc

$557 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 12, 2019	SELL	$63.41 - $67.86 $31,705 - $33,930	-500 Closed	0 $0
Q3 2017 Nov 14, 2017	BUY	$60.37 - $60.8 $30,185 - $30,400	500	500 $13,000

Others Institutions Holding JPME

# of Institutions

88

Shares Held

3.03M

Call Options Held

0

Put Options Held

0

Cerity Partners LLC New York, NY

692K
Shares

$73.1 Million
0.16% of portfolio
High Tower Advisors, LLC Chicago, IL

292K
Shares

$30.9 Million
0.04% of portfolio
Morgan Stanley New York, NY

288K
Shares

$30.5 Million
0.0% of portfolio
Creative One Wealth, LLC Overland Park, KS

225K
Shares

$23.8 Million
0.86% of portfolio
Lpl Financial LLC Fort Mill, SC

215K
Shares

$22.7 Million
0.01% of portfolio

About JPMORGAN TR. DIVERSIFIED RETUR

Ticker JPME
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