Planning Alternatives LTD Jpmorgan Diversified Return Us Transaction History
Planning Alternatives LTD
- $618 Million
- Q2 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 516,746 shares of JPUS stock, worth $61 Million. This represents 9.14% of its overall portfolio holdings.
Number of Shares
516,746
Previous 516,253
0.1%
Holding current value
$61 Million
Previous $57.8 Million
2.42%
% of portfolio
9.14%
Previous 9.5%
Shares
28 transactions
Others Institutions Holding JPUS
# of Institutions
85Shares Held
3.02MCall Options Held
0Put Options Held
0-
St Germain D J CO Inc Springfield, MA466KShares$55 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
-
Quantitative Advantage, LLC Minnetonka, MN198KShares$23.4 Million2.74% of portfolio