Bellevue Asset Management, LLC Jpmorgan Diversified Return Us Transaction History
Bellevue Asset Management, LLC
- $194 Million
- Q3 2024
A detailed history of Bellevue Asset Management, LLC transactions in Jpmorgan Diversified Return Us stock. As of the latest transaction made, Bellevue Asset Management, LLC holds 5,600 shares of JPUS stock, worth $662,088. This represents 0.35% of its overall portfolio holdings.
Number of Shares
5,600
Previous 5,516
1.52%
Holding current value
$662,088
Previous $602,000
11.3%
% of portfolio
0.35%
Previous 0.33%
Shares
20 transactions
Others Institutions Holding JPUS
# of Institutions
85Shares Held
3.02MCall Options Held
0Put Options Held
0-
Planning Alternatives LTD517KShares$61.1 Million9.14% of portfolio
-
St Germain D J CO Inc Springfield, MA466KShares$55.1 Million2.63% of portfolio
-
Modera Wealth Management, LLC320KShares$37.8 Million0.49% of portfolio
-
Bank Of America Corp Charlotte, NC234KShares$27.6 Million0.0% of portfolio
-
Captrust Financial Advisors Raleigh, NC214KShares$25.3 Million0.08% of portfolio