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June 12, 2024
True Wealth Design LLC increased its stake in Dimensional International Core Equity 2 ETF (BATS:DFIC – Free Report) by 11.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,048,193 shares of the company’s stock after purchasing an additional 104,156 shares […]
June 11, 2024
Mmbg Investment Advisors CO. reduced its holdings in shares of T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) by 18.6% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 15,210 shares of the Wireless communications provider’s stock after selling 3,470 shares during the quarter. […]
June 8, 2024
Westwood Holdings Group Inc. boosted its position in shares of T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) by 1.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 129,340 shares of the Wireless communications provider’s stock after acquiring an additional 2,078 shares during […]
May 24, 2024
Intergy Private Wealth LLC bought a new position in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 2,028 shares of the oil and gas company’s stock, valued at approximately $236,000. A […]
May 24, 2024
Shares of Blackstone Senior Floating Rate 2027 Term Fund (NYSE:BSL – Get Free Report) crossed above its two hundred day moving average during trading on Thursday . The stock has a two hundred day moving average of $13.74 and traded as high as $14.18. Blackstone Senior Floating Rate 2027 Term Fund shares last traded at […]
May 23, 2024
Trexquant Investment LP acquired a new position in shares of JPMorgan Chase & Co. (NYSE:JPM) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm acquired 166,261 shares of the financial services provider’s stock, valued at approximately $28,281,000. JPMorgan Chase & Co. accounts for […]
May 23, 2024
CreativeOne Wealth LLC decreased its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 41.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 14,542 shares of the financial services provider’s stock after selling 10,408 shares during the period. CreativeOne Wealth […]
May 23, 2024
Paragon Private Wealth Management LLC bought a new stake in shares of JPMorgan Chase & Co. (NYSE:JPM) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 1,844 shares of the financial services provider’s stock, valued at approximately $314,000. Several other hedge funds have […]
May 23, 2024
Coldstream Capital Management Inc. increased its stake in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 3.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 82,695 shares of the financial services provider’s stock after purchasing an additional 2,634 shares during the quarter. Coldstream […]
May 23, 2024
JPMorgan Chase & Co. (NYSE:JPM) was down 0.5% on Thursday . The stock traded as low as $196.81 and last traded at $197.35. Approximately 1,652,060 shares were traded during trading, a decline of 82% from the average daily volume of 9,250,464 shares. The stock had previously closed at $198.31. Wall Street Analysts Forecast Growth Several […]