Williams Jones Wealth Management, Llc. JPMORGAN TR II LARGE CAP GR S Transaction History

Williams Jones Wealth Management, Llc.

  • $8.19 Billion
  • Q2 2025
Number of Shares
6,463
Previous 6,463 -0.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
N/A
1 Added 0.02%
6,463 $0
Q4 2022

Feb 14, 2023
SELL
N/A
-626 Reduced 8.83%
6,462 $0
Q2 2021

Aug 16, 2021
SELL
N/A
-781 Reduced 9.93%
7,088 $465,000
Q3 2019

Nov 14, 2019
BUY
N/A
7,869 New
7,869 $330,000
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