Position Size ($1000s)
$6,688
| $7,578
| $7,829
| 09/30/2023 | 12/31/2023 | 03/31/2024 | Share Count
170,211
| 172,006
| 173,199
| 09/30/2023 | 12/31/2023 | 03/31/2024 |
|
Entity | 03/31/2024 Amount |
03/31/2024 Position Size ($ in 1000's) |
JPMORGAN DIVERSIFIED RETURN US |
173,199 |
$7,829 | JPSE | 173,199 | $7,829 |
|
Entity | 12/31/2023 Amount |
12/31/2023 Position Size ($ in 1000's) |
JPMORGAN DIVERSIFIED RETURN US |
172,006 |
$7,578 | JPSE | 172,006 | $7,578 |
|
Entity | 09/30/2023 Amount |
09/30/2023 Position Size ($ in 1000's) |
JPMORGAN DIVERSIFIED RETURN US |
170,211 |
$6,688 | JPSE | 170,211 | $6,688 |
Top Stocks Held at 03/31/2024: AAPL, MSFT, GSLC, SCHX, AMZN, More »
Size ($ in 1000's)
At 03/31/2024: $1,288,411 At 12/31/2023: $1,240,046 At 09/30/2023: $1,125,115
Appleton Partners Inc. MA Top Holdings
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