Captrust Financial Advisors Jpmorgan Diversified Return Us Transaction History
Captrust Financial Advisors
- $38.8 Billion
- Q1 2025
A detailed history of Captrust Financial Advisors transactions in Jpmorgan Diversified Return Us stock. As of the latest transaction made, Captrust Financial Advisors holds 209,071 shares of JPUS stock, worth $24.8 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
209,071
Previous 204,772
2.1%
Holding current value
$24.8 Million
Previous $23.4 Million
3.07%
% of portfolio
0.06%
Previous 0.07%
Shares
11 transactions
Others Institutions Holding JPUS
# of Institutions
98Shares Held
2.62MCall Options Held
0Put Options Held
0-
Modera Wealth Management, LLC277KShares$32.9 Million0.41% of portfolio
-
Bank Of America Corp Charlotte, NC265KShares$31.5 Million0.0% of portfolio
-
St Germain D J CO Inc Springfield, MA257KShares$30.5 Million1.36% of portfolio
-
Planning Alternatives LTD236KShares$28.1 Million4.2% of portfolio
-
Quantitative Advantage, LLC Minnetonka, MN198KShares$23.5 Million2.74% of portfolio