Captrust Financial Advisors Jpmorgan Diversified Return Us Transaction History
Captrust Financial Advisors
- $33 Billion
- Q3 2024
A detailed history of Captrust Financial Advisors transactions in Jpmorgan Diversified Return Us stock. As of the latest transaction made, Captrust Financial Advisors holds 213,253 shares of JPUS stock, worth $24.6 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
213,253
Previous 214,308
0.49%
Holding current value
$24.6 Million
Previous $23.4 Million
9.08%
% of portfolio
0.08%
Previous 0.08%
Shares
9 transactions
Others Institutions Holding JPUS
# of Institutions
86Shares Held
3.01MCall Options Held
0Put Options Held
0-
Planning Alternatives LTD517KShares$59.7 Million9.47% of portfolio
-
St Germain D J CO Inc Springfield, MA466KShares$53.8 Million2.63% of portfolio
-
Modera Wealth Management, LLC320KShares$37 Million0.49% of portfolio
-
Bank Of America Corp Charlotte, NC212KShares$24.5 Million0.0% of portfolio
-
Quantitative Advantage, LLC Minnetonka, MN198KShares$22.8 Million2.74% of portfolio