Planning Alternatives LTD Jpmorgan Diversified Return Us Transaction History
Planning Alternatives LTD
- $618 Million
- Q2 2024
A detailed history of Planning Alternatives LTD transactions in Jpmorgan Diversified Return Us stock. As of the latest transaction made, Planning Alternatives LTD holds 516,746 shares of JPUS stock, worth $59.8 Million. This represents 9.14% of its overall portfolio holdings.
Number of Shares
516,746
Previous 516,253
0.1%
Holding current value
$59.8 Million
Previous $57.8 Million
2.42%
% of portfolio
9.14%
Previous 9.5%
Shares
28 transactions
Others Institutions Holding JPUS
# of Institutions
84Shares Held
3.07MCall Options Held
0Put Options Held
0-
St Germain D J CO Inc Springfield, MA480KShares$55.6 Million2.57% of portfolio
-
Modera Wealth Management, LLC329KShares$38.1 Million0.53% of portfolio
-
Bank Of America Corp Charlotte, NC234KShares$27 Million0.0% of portfolio
-
Captrust Financial Advisors Raleigh, NC214KShares$24.8 Million0.08% of portfolio
-
Quantitative Advantage, LLC Minnetonka, MN198KShares$22.9 Million2.74% of portfolio