Newfound Research LLC Jpmorgan Diversified Return Us Transaction History
Newfound Research LLC
- $40.8 Million
- Q3 2022
Shares
11 transactions
Others Institutions Holding JPUS
# of Institutions
86Shares Held
3.01MCall Options Held
0Put Options Held
0-
Planning Alternatives LTD517KShares$63.7 Million9.47% of portfolio
-
St Germain D J CO Inc Springfield, MA466KShares$57.4 Million2.63% of portfolio
-
Modera Wealth Management, LLC320KShares$39.5 Million0.49% of portfolio
-
Captrust Financial Advisors Raleigh, NC213KShares$26.3 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC212KShares$26.1 Million0.0% of portfolio