Captrust Financial Advisors Jpmorgan Diversified Return Us Call Options Transaction History

Captrust Financial Advisors

$34.2 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding JPUS

# of Institutions

92

Shares Held

3.12M

Call Options Held

0

Put Options Held

0

Planning Alternatives LTD

526K
Shares

$60.8 Million
9.3% of portfolio
St Germain D J CO Inc Springfield, MA

445K
Shares

$51.4 Million
2.38% of portfolio
Modera Wealth Management, LLC

308K
Shares

$35.6 Million
0.43% of portfolio
Bank Of America Corp Charlotte, NC

263K
Shares

$30.4 Million
0.0% of portfolio
Quantitative Advantage, LLC Minnetonka, MN

198K
Shares

$22.9 Million
2.74% of portfolio

About JPMORGAN DIVERSIFIED RETURN US

Ticker JPUS
Sector ETFs
Industry ETFs

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