Etesian Wealth Advisors, Inc. Jpmorgan Diversified Return Us Transaction History
Etesian Wealth Advisors, Inc.
- $221 Billion
- Q3 2024
A detailed history of Etesian Wealth Advisors, Inc. transactions in Jpmorgan Diversified Return Us stock. As of the latest transaction made, Etesian Wealth Advisors, Inc. holds 8,617 shares of JPUS stock, worth $1.02 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
8,617
Previous 16,380
47.39%
Holding current value
$1.02 Million
Previous $1.79 Billion
42.33%
% of portfolio
0.47%
Previous 1.01%
Shares
13 transactions
Others Institutions Holding JPUS
# of Institutions
85Shares Held
3.02MCall Options Held
0Put Options Held
0-
Planning Alternatives LTD517KShares$61.1 Million9.14% of portfolio
-
St Germain D J CO Inc Springfield, MA466KShares$55.1 Million2.63% of portfolio
-
Modera Wealth Management, LLC320KShares$37.8 Million0.49% of portfolio
-
Bank Of America Corp Charlotte, NC234KShares$27.6 Million0.0% of portfolio
-
Captrust Financial Advisors Raleigh, NC214KShares$25.3 Million0.08% of portfolio