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JPMorgan Chase & Co. (NYSE:JPM) Stock Holdings Decreased by Sitrin Capital Management LLC

Sitrin Capital Management LLC reduced its position in JPMorgan Chase & Co. (NYSE:JPM) by 4.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 36,481 shares of the financial services provider’s stock after selling 1,618 shares during the period. JPMorgan […]
Stacey Friedman Marye Erdoes Strongbox Wealth Cypress Wealth Services Royal Bank Exchange Commission

StrongBox Wealth LLC Acquires 653 Shares of JPMorgan Chase & Co. (NYSE:JPM)

StrongBox Wealth LLC boosted its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 3.8% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 18,064 shares of the financial services provider’s stock after acquiring an additional 653 shares during the period. JPMorgan Chase […]
Marye Erdoes Piper Sandler Mellodyl Hobson Securities Exchange Commission Exchange Commission Vanguard Group Inc

Polaris Wealth Advisory Group LLC Grows Position in Zoetis Inc. (NYSE:ZTS)

Polaris Wealth Advisory Group LLC boosted its stake in Zoetis Inc. (NYSE:ZTS – Get Rating) by 3.1% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 9,348 shares of the company’s stock after purchasing an additional 278 shares during the quarter. Polaris Wealth Advisory Group […]
United States Wj Interests Kgl Capital Management Polaris Wealth Advisory Group Zoetis Company Profile Strongbox Wealth

StrongBox Wealth LLC Sells 1,020 Shares of Visa Inc. (NYSE:V)

StrongBox Wealth LLC reduced its position in Visa Inc. (NYSE:V – Get Rating) by 5.7% in the 4th quarter, Holdings Channel reports. The firm owned 17,010 shares of the credit-card processor’s stock after selling 1,020 shares during the quarter. Visa comprises approximately 2.5% of StrongBox Wealth LLC’s investment portfolio, making the stock its 11th biggest […]
Vvisit Holdingschannel Julieb Rottenberg Ryan Mcinerney Raymond James Strongbox Wealth Exchange Commission

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FSM Wealth Advisors LLC Acquires 10,011 Shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST)

FSM Wealth Advisors LLC grew its holdings in shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Get Rating) by 9.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 111,929 shares of the company’s stock after acquiring an additional 10,011 shares […]
Family Asset Management Wealth Advisors Fsm Wealth Advisors Company Profile Strongbox Wealth Exchange Commission

403 Shares in Equinix, Inc. (NASDAQ:EQIX) Bought by PFG Private Wealth Management LLC

PFG Private Wealth Management LLC bought a new position in Equinix, Inc. (NASDAQ:EQIX – Get Rating) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 403 shares of the financial services provider’s stock, valued at approximately $264,000. Several other hedge funds also recently made […]
Czech Republic United States Simon Miller Karl Strohmeyer Czech National Bank Sequoia Financial Advisors

NIKE, Inc. (NYSE:NKE) Shares Bought by StrongBox Wealth LLC

StrongBox Wealth LLC raised its stake in NIKE, Inc. (NYSE:NKE – Get Rating) by 17.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 2,951 shares of the footwear maker’s stock after buying an additional 435 shares during the quarter. StrongBox Wealth LLC’s holdings […]
Asia Pacific Latin America Moniques Matheson Investimentos Ltda Peterb Henry Worth Asset Management Strongbox Wealth

StrongBox Wealth LLC Acquires 355 Shares of Vanguard Mid-Cap ETF (NYSEARCA:VO)

StrongBox Wealth LLC increased its stake in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Get Rating) by 5.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 7,060 shares of the company’s stock after buying an additional 355 shares during […]
United States S Capital Wealth Advisors Financial Group Vanguard Group Inc Quantitative Equity Group Securities Exchange Commission

StrongBox Wealth LLC Raises Stock Position in PepsiCo, Inc. (NASDAQ:PEP)

StrongBox Wealth LLC lifted its stake in shares of PepsiCo, Inc. (NASDAQ:PEP – Get Rating) by 10.9% in the 4th quarter, Holdings Channel reports. The institutional investor owned 10,711 shares of the company’s stock after acquiring an additional 1,054 shares during the quarter. PepsiCo makes up about 1.4% of StrongBox Wealth LLC’s investment portfolio, making […]
New Zealand Sanfordc Bernstein Ramkumar Krishnan Asia Pacific Robertc Pohlad Latin America Latam

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