Ifp Advisors, Inc Jpmorgan Diversified Return Us Transaction History
Ifp Advisors, Inc
- $3.07 Billion
- Q1 2025
Shares
19 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
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Modera Wealth Management, LLC297KShares$34.4 Million0.47% of portfolio
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Bank Of America Corp Charlotte, NC265KShares$30.7 Million0.0% of portfolio
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Planning Alternatives LTD236KShares$27.3 Million4.2% of portfolio
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Captrust Financial Advisors Raleigh, NC209KShares$24.2 Million0.06% of portfolio