Planning Alternatives LTD Jpmorgan Diversified Return Us Transaction History
Planning Alternatives LTD
- $653 Million
- Q3 2024
A detailed history of Planning Alternatives LTD transactions in Jpmorgan Diversified Return Us stock. As of the latest transaction made, Planning Alternatives LTD holds 516,873 shares of JPUS stock, worth $59.7 Million. This represents 9.47% of its overall portfolio holdings.
Number of Shares
516,873
Previous 516,746
0.02%
Holding current value
$59.7 Million
Previous $56.4 Million
9.64%
% of portfolio
9.47%
Previous 9.14%
Shares
29 transactions
Others Institutions Holding JPUS
# of Institutions
86Shares Held
3.01MCall Options Held
0Put Options Held
0-
St Germain D J CO Inc Springfield, MA466KShares$53.8 Million2.63% of portfolio
-
Modera Wealth Management, LLC320KShares$37 Million0.49% of portfolio
-
Captrust Financial Advisors Raleigh, NC213KShares$24.6 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC212KShares$24.5 Million0.0% of portfolio
-
Quantitative Advantage, LLC Minnetonka, MN198KShares$22.8 Million2.74% of portfolio