Kcm Investment Advisors LLC Jpmorgan Diversified Return Us Call Options Transaction History
Kcm Investment Advisors LLC
- $2.68 Billion
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding JPUS
# of Institutions
88Shares Held
3.3MCall Options Held
4KPut Options Held
0-
Planning Alternatives LTD516KShares$56 Million9.5% of portfolio
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St Germain D J CO Inc Springfield, MA480KShares$52.1 Million2.57% of portfolio
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Modera Wealth Management, LLC338KShares$36.7 Million0.58% of portfolio
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Ubs Group Ag310KShares$33.7 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC236KShares$25.7 Million0.0% of portfolio