Continuum Advisory, LLC Jpmorgan Diversified Return Us Transaction History
Continuum Advisory, LLC
- $851 Million
- Q3 2025
Shares
28 transactions
Others Institutions Holding JPUS
# of Institutions
94Shares Held
2.41MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC274KShares$33.6 Million0.0% of portfolio
-
Modera Wealth Management, LLC272KShares$33.4 Million0.4% of portfolio
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St Germain D J CO Inc Springfield, MA249KShares$30.5 Million1.29% of portfolio
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Captrust Financial Advisors Raleigh, NC220KShares$27 Million0.06% of portfolio
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Quantitative Advantage, LLC Minnetonka, MN198KShares$24.2 Million2.74% of portfolio