O'Shaughnessy Asset Management, LLC Jpmorgan Diversified Return Us Transaction History
O'Shaughnessy Asset Management, LLC
- $11.5 Billion
- Q4 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 $118,725. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,042
Previous 1,042
-0.0%
Holding current value
$118,725
Previous $124,000
4.84%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding JPUS
# of Institutions
92Shares Held
3.12MCall Options Held
0Put Options Held
0-
Planning Alternatives LTD526KShares$60 Million9.3% of portfolio
-
St Germain D J CO Inc Springfield, MA445KShares$50.7 Million2.38% of portfolio
-
Modera Wealth Management, LLC308KShares$35.1 Million0.43% of portfolio
-
Bank Of America Corp Charlotte, NC263KShares$30 Million0.0% of portfolio
-
Captrust Financial Advisors Raleigh, NC205KShares$23.3 Million0.07% of portfolio