Kathmere Capital Management, LLC Jpmorgan Diversified Return Us Transaction History
Kathmere Capital Management, LLC
- $1.06 Billion
- Q4 2024
A detailed history of Kathmere Capital Management, LLC transactions in Jpmorgan Diversified Return Us stock. As of the latest transaction made, Kathmere Capital Management, LLC holds 2,797 shares of JPUS stock, worth $326,074. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,797
Previous 2,797
-0.0%
Holding current value
$326,074
Previous $334,000
4.49%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding JPUS
# of Institutions
91Shares Held
3.11MCall Options Held
0Put Options Held
0-
Planning Alternatives LTD526KShares$61.3 Million9.3% of portfolio
-
St Germain D J CO Inc Springfield, MA445KShares$51.8 Million2.38% of portfolio
-
Modera Wealth Management, LLC308KShares$35.9 Million0.43% of portfolio
-
Bank Of America Corp Charlotte, NC263KShares$30.7 Million0.0% of portfolio
-
Captrust Financial Advisors Raleigh, NC205KShares$23.9 Million0.07% of portfolio