Personal Cfo Solutions, LLC J P Morgan Diversified Return Call Options Transaction History

Personal Cfo Solutions, LLC

$482 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding JPSE

# of Institutions

111

Shares Held

10.6M

Call Options Held

0

Put Options Held

0

Raymond James Financial Inc St. Petersburg, FL

1.32M
Shares

$57.2 Million
0.02% of portfolio
Koss Olinger Consulting, LLC

1.27M
Shares

$54.9 Million
4.7% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

781K
Shares

$33.8 Million
0.05% of portfolio
Jones Financial Companies Lllp

748K
Shares

$32.4 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

646K
Shares

$28 Million
0.01% of portfolio

About J P MORGAN DIVERSIFIED RETURN

Ticker JPSE
Sector ETFs
Industry ETFs

More about JPSE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Personal Cfo Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Personal Cfo Solutions, LLC with notifications on news.