Captrust Financial Advisors Jpmorgan Diversified Return Us Call Options Transaction History
Captrust Financial Advisors
- $43.1 Billion
- Q2 2025
Call Options
	  0 transactions
	
  | Quarter | Operation | Price Per call | calls change | calls Held | SEC Form | 
|---|
Others Institutions Holding JPUS
# of Institutions
95Shares Held
2.41MCall Options Held
0Put Options Held
0- 
    
      Modera Wealth Management, LLC277KShares$34.1 Million0.41% of portfolio
- 
    
      Bank Of America Corp Charlotte, NC266KShares$32.7 Million0.0% of portfolio
- 
    
      St Germain D J CO Inc Springfield, MA249KShares$30.6 Million1.29% of portfolio
- 
    
      Quantitative Advantage, LLC Minnetonka, MN198KShares$24.4 Million2.74% of portfolio
- 
    
      Ubs Group Ag135KShares$16.6 Million0.0% of portfolio