Bellevue Asset Management, LLC Jpmorgan Diversified Return Us Transaction History
Bellevue Asset Management, LLC
- $192 Million
- Q4 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 5,440 shares of JPUS stock, worth $631,475. This represents 0.32% of its overall portfolio holdings.
Number of Shares
5,440
Previous 5,600
2.86%
Holding current value
$631,475
Previous $670,000
7.46%
% of portfolio
0.32%
Previous 0.35%
Shares
21 transactions
Others Institutions Holding JPUS
# of Institutions
91Shares Held
3.11MCall Options Held
0Put Options Held
0-
Planning Alternatives LTD526KShares$61.1 Million9.3% of portfolio
-
St Germain D J CO Inc Springfield, MA445KShares$51.6 Million2.38% of portfolio
-
Modera Wealth Management, LLC308KShares$35.7 Million0.43% of portfolio
-
Bank Of America Corp Charlotte, NC263KShares$30.5 Million0.0% of portfolio
-
Captrust Financial Advisors Raleigh, NC205KShares$23.8 Million0.07% of portfolio