Cary Street Partners Investment Advisory LLC Jpmorgan Diversified Return Us Call Options Transaction History

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 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

Shares Held

2.99M

Call Options Held

Put Options Held

Planning Alternatives LTD

517K
Shares

$60.8 Million
9.47% of portfolio
St Germain D J CO Inc Springfield, MA

445K
Shares

$52.3 Million
2.38% of portfolio
Modera Wealth Management, LLC

320K
Shares

$37.6 Million
0.49% of portfolio
Captrust Financial Advisors Raleigh, NC

213K
Shares

$25.1 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

212K
Shares

$24.9 Million
0.0% of portfolio

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