J.W. Cole Advisors, Inc. Jpmorgan Diversified Return Us Transaction History
J.W. Cole Advisors, Inc.
- $3.14 Billion
- Q1 2025
Shares
1 transactions
Others Institutions Holding JPUS
# of Institutions
99Shares Held
2.64MCall 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
-
Planning Alternatives LTD236KShares$28.2 Million4.2% of portfolio
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Captrust Financial Advisors Raleigh, NC209KShares$25 Million0.06% of portfolio