CUSIP 4812C1884
JPMORGAN INVESTOR BALANCED A
3 institutions · $2.3M total · 48,250 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Tradewinds, LLC. | 45,862 | $2.3M | 95.05% | 2023-03-31 |
| 2 | Livelsberger Financial Advisory | 1,550 | $23.6K | 3.21% | 2024-03-31 |
| 3 | TUCKER ASSET MANAGEMENT LLC | 838 | $13.9K | 1.73% | 2024-12-31 |