Captrust Financial Advisors Jpmorgan Diversified Return Us Transaction History
Captrust Financial Advisors
- $30.9 Billion
- Q2 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 214,308 shares of JPUS stock, worth $25.5 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
214,308
Previous 212,055
1.06%
Holding current value
$25.5 Million
Previous $23.8 Million
1.48%
% of portfolio
0.08%
Previous 0.08%
Shares
8 transactions
Others Institutions Holding JPUS
# of Institutions
84Shares Held
3.07MCall Options Held
0Put Options Held
0-
Planning Alternatives LTD517KShares$61.6 Million9.14% of portfolio
-
St Germain D J CO Inc Springfield, MA480KShares$57.2 Million2.57% of portfolio
-
Modera Wealth Management, LLC329KShares$39.2 Million0.53% of portfolio
-
Bank Of America Corp Charlotte, NC234KShares$27.8 Million0.0% of portfolio
-
Quantitative Advantage, LLC Minnetonka, MN198KShares$23.6 Million2.74% of portfolio