Sterneck Capital Management, LLC Jpmorgan Diversified Return Us Transaction History
Sterneck Capital Management, LLC
- $164 Million
- Q1 2024
A detailed history of Sterneck Capital Management, LLC transactions in Jpmorgan Diversified Return Us stock. As of the latest transaction made, Sterneck Capital Management, LLC holds 76,253 shares of JPUS stock, worth $8.28 Million. This represents 5.21% of its overall portfolio holdings.
Number of Shares
76,253
Previous 72,716
4.86%
Holding current value
$8.28 Million
Previous $7.47 Million
14.34%
% of portfolio
5.21%
Previous 4.76%
Shares
28 transactions
Others Institutions Holding JPUS
# of Institutions
88Shares Held
3.32MCall Options Held
4KPut Options Held
0-
Planning Alternatives LTD516KShares$56.1 Million9.5% of portfolio
-
St Germain D J CO Inc Springfield, MA480KShares$52.1 Million2.57% of portfolio
-
Modera Wealth Management, LLC338KShares$36.7 Million0.58% of portfolio
-
Ubs Group Ag310KShares$33.7 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC236KShares$25.7 Million0.0% of portfolio