Modera Wealth Management, LLC Jpmorgan Diversified Return Us Transaction History
Modera Wealth Management, LLC
- $6.75 Billion
- Q2 2024
A detailed history of Modera Wealth Management, LLC transactions in Jpmorgan Diversified Return Us stock. As of the latest transaction made, Modera Wealth Management, LLC holds 329,215 shares of JPUS stock, worth $39.3 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
329,215
Previous 337,958
2.59%
Holding current value
$39.3 Million
Previous $37.9 Million
5.04%
% of portfolio
0.53%
Previous 0.58%
Shares
21 transactions
Others Institutions Holding JPUS
# of Institutions
84Shares Held
3.07MCall Options Held
0Put Options Held
0-
Planning Alternatives LTD517KShares$61.7 Million9.14% of portfolio
-
St Germain D J CO Inc Springfield, MA480KShares$57.3 Million2.57% of portfolio
-
Bank Of America Corp Charlotte, NC234KShares$27.9 Million0.0% of portfolio
-
Captrust Financial Advisors Raleigh, NC214KShares$25.6 Million0.08% of portfolio
-
Quantitative Advantage, LLC Minnetonka, MN198KShares$23.6 Million2.74% of portfolio