Modera Wealth Management, LLC Jpmorgan Diversified Return Us Call Options Transaction History

Modera Wealth Management, LLC

$8.14 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding JPUS

# of Institutions

90

Shares Held

3.06M

Call Options Held

0

Put Options Held

0

Planning Alternatives LTD

526K
Shares

$61.6 Million
9.3% of portfolio
St Germain D J CO Inc Springfield, MA

445K
Shares

$52.1 Million
2.38% of portfolio
Captrust Financial Advisors Raleigh, NC

213K
Shares

$25 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

212K
Shares

$24.8 Million
0.0% of portfolio
Quantitative Advantage, LLC Minnetonka, MN

198K
Shares

$23.2 Million
2.74% of portfolio

About JPMORGAN DIVERSIFIED RETURN US

Ticker JPUS
Sector ETFs
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