Etesian Wealth Advisors, Inc. Jpmorgan Diversified Return Us Transaction History
Etesian Wealth Advisors, Inc.
- $232 Billion
- Q1 2025
A detailed history of Etesian Wealth Advisors, Inc. transactions in Jpmorgan Diversified Return Us stock. As of the latest transaction made, Etesian Wealth Advisors, Inc. holds 4,802 shares of JPUS stock, worth $556,119. This represents 0.24% of its overall portfolio holdings.
Number of Shares
4,802
Previous 5,143
6.63%
Holding current value
$556,119
Previous $587 Million
5.75%
% of portfolio
0.24%
Previous 0.26%
Shares
15 transactions
Others Institutions Holding JPUS
# of Institutions
96Shares Held
2.86MCall Options Held
0Put Options Held
0-
St Germain D J CO Inc Springfield, MA436KShares$50.5 Million2.44% of portfolio
-
Modera Wealth Management, LLC297KShares$34.4 Million0.47% of portfolio
-
Bank Of America Corp Charlotte, NC265KShares$30.7 Million0.0% of portfolio
-
Planning Alternatives LTD236KShares$27.3 Million4.2% of portfolio
-
Captrust Financial Advisors Raleigh, NC209KShares$24.2 Million0.06% of portfolio