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

Modera Wealth Management, LLC

$7.91 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding JPUS

# of Institutions

97

Shares Held

2.64M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

265K
Shares

$31.5 Million
0.0% of portfolio
St Germain D J CO Inc Springfield, MA

257K
Shares

$30.5 Million
1.36% of portfolio
Planning Alternatives LTD

236K
Shares

$28.1 Million
4.2% of portfolio
Captrust Financial Advisors Raleigh, NC

209K
Shares

$24.8 Million
0.06% of portfolio
Quantitative Advantage, LLC Minnetonka, MN

198K
Shares

$23.5 Million
2.74% of portfolio

About JPMORGAN DIVERSIFIED RETURN US

Ticker JPUS
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