O'Shaughnessy Asset Management, LLC Jpmorgan Diversified Return Us Transaction History
O'Shaughnessy Asset Management, LLC
- $10.8 Billion
- Q3 2024
A detailed history of O'Shaughnessy Asset Management, LLC transactions in Jpmorgan Diversified Return Us stock. As of the latest transaction made, O'Shaughnessy Asset Management, LLC holds 1,042 shares of JPUS stock, worth $119,486. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,042
Previous 1,042
-0.0%
Holding current value
$119,486
Previous $113,000
9.73%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding JPUS
# of Institutions
86Shares Held
3.01MCall Options Held
0Put Options Held
0-
Planning Alternatives LTD517KShares$59.3 Million9.47% of portfolio
-
St Germain D J CO Inc Springfield, MA466KShares$53.4 Million2.63% of portfolio
-
Modera Wealth Management, LLC320KShares$36.7 Million0.49% of portfolio
-
Captrust Financial Advisors Raleigh, NC213KShares$24.5 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC212KShares$24.3 Million0.0% of portfolio