Captrust Financial Advisors Jpmorgan Diversified Return Us Call Options Transaction History

Captrust Financial Advisors

$38.8 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding JPUS

# of Institutions

98

Shares Held

2.65M

Call Options Held

0

Put Options Held

0

Modera Wealth Management, LLC

297K
Shares

$35.7 Million
0.47% of portfolio
Bank Of America Corp Charlotte, NC

265K
Shares

$31.9 Million
0.0% of portfolio
St Germain D J CO Inc Springfield, MA

257K
Shares

$30.9 Million
1.36% of portfolio
Planning Alternatives LTD

236K
Shares

$28.4 Million
4.2% of portfolio
Quantitative Advantage, LLC Minnetonka, MN

198K
Shares

$23.8 Million
2.74% of portfolio

About JPMORGAN DIVERSIFIED RETURN US

Ticker JPUS
Sector ETFs
Industry ETFs

More about JPUS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.