Appleton Partners Inc Jpmorgan Diversified Return Us Call Options Transaction History

Appleton Partners Inc

$1.41 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding JPUS

# of Institutions

95

Shares Held

2.41M

Call Options Held

0

Put Options Held

0

Modera Wealth Management, LLC

272K
Shares

$33.5 Million
0.4% of portfolio
Bank Of America Corp Charlotte, NC

266K
Shares

$32.7 Million
0.0% of portfolio
St Germain D J CO Inc Springfield, MA

249K
Shares

$30.6 Million
1.29% of portfolio
Captrust Financial Advisors Raleigh, NC

213K
Shares

$26.3 Million
0.06% of portfolio
Quantitative Advantage, LLC Minnetonka, MN

198K
Shares

$24.4 Million
2.74% of portfolio

About JPMORGAN DIVERSIFIED RETURN US

Ticker JPUS
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