Wealthedge Investment Advisors, LLC Jpmorgan Diversified Return Us Transaction History
Wealthedge Investment Advisors, LLC
- $264 Billion
- Q3 2025
A detailed history of Wealthedge Investment Advisors, LLC transactions in Jpmorgan Diversified Return Us stock. As of the latest transaction made, Wealthedge Investment Advisors, LLC holds 3,443 shares of JPUS stock, worth $421,801. This represents 0.16% of its overall portfolio holdings.
Number of Shares
3,443
Previous 3,434
0.26%
Holding current value
$421,801
Previous $406 Million
5.14%
% of portfolio
0.16%
Previous 0.17%
Shares
4 transactions
Others Institutions Holding JPUS
# of Institutions
94Shares Held
2.41MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC274KShares$33.6 Million0.0% of portfolio
-
Modera Wealth Management, LLC272KShares$33.4 Million0.4% of portfolio
-
St Germain D J CO Inc Springfield, MA249KShares$30.5 Million1.29% of portfolio
-
Captrust Financial Advisors Raleigh, NC220KShares$27 Million0.06% of portfolio
-
Quantitative Advantage, LLC Minnetonka, MN198KShares$24.2 Million2.74% of portfolio