Modera Wealth Management, LLC Jpmorgan Diversified Return Us Call Options Transaction History

Modera Wealth Management, LLC

$7.79 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding JPUS

# of Institutions

86

Shares Held

3.01M

Call Options Held

0

Put Options Held

0

Planning Alternatives LTD

517K
Shares

$59.7 Million
9.47% of portfolio
St Germain D J CO Inc Springfield, MA

466K
Shares

$53.8 Million
2.63% of portfolio
Captrust Financial Advisors Raleigh, NC

213K
Shares

$24.6 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

212K
Shares

$24.5 Million
0.0% of portfolio
Quantitative Advantage, LLC Minnetonka, MN

198K
Shares

$22.8 Million
2.74% of portfolio

About JPMORGAN DIVERSIFIED RETURN US

Ticker JPUS
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