Klingenstein Fields & CO LP Jpmorgan Diversified Return Us Transaction History
Klingenstein Fields & CO LP
- $2.32 Billion
- Q1 2025
Shares
2 transactions
Others Institutions Holding JPUS
# of Institutions
98Shares Held
2.65MCall Options Held
0Put Options Held
0-
Modera Wealth Management, LLC297KShares$35.9 Million0.47% of portfolio
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Bank Of America Corp Charlotte, NC265KShares$32 Million0.0% of portfolio
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St Germain D J CO Inc Springfield, MA257KShares$31.1 Million1.36% of portfolio
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Planning Alternatives LTD236KShares$28.5 Million4.2% of portfolio
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Captrust Financial Advisors Raleigh, NC209KShares$25.3 Million0.06% of portfolio