Essex Financial Services, Inc. Jpmorgan Diversified Return Us Transaction History
Essex Financial Services, Inc.
- $1.43 Billion
- Q2 2025
Shares
11 transactions
Others Institutions Holding JPUS
# of Institutions
98Shares Held
2.63MCall Options Held
0Put Options Held
0-
Modera Wealth Management, LLC277KShares$33.1 Million0.41% of portfolio
-
Bank Of America Corp Charlotte, NC265KShares$31.7 Million0.0% of portfolio
-
St Germain D J CO Inc Springfield, MA257KShares$30.7 Million1.36% of portfolio
-
Captrust Financial Advisors Raleigh, NC209KShares$25 Million0.06% of portfolio
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Quantitative Advantage, LLC Minnetonka, MN198KShares$23.6 Million2.74% of portfolio