Summit Wealth Partners, LLC Jp Morgan Diversified Return I Transaction History

Summit Wealth Partners, LLC

$482 Billion
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Sep 10, 2024	SELL	$58.11 - $61.62 $10,634 - $11,276	-183 Reduced 5.0%	3,478 $206 Million
Q3 2021 Sep 10, 2024	BUY	$60.31 - $64.02 $1,990 - $2,112	33 Added 0.91%	3,661 $221 Million
Q2 2021 Sep 10, 2024	BUY	$61.55 - $64.56 $2,154 - $2,259	35 Added 0.97%	3,628 $227 Million
Q1 2021 Sep 10, 2024	SELL	$58.26 - $61.7 $22,313 - $23,631	-383 Reduced 9.63%	3,593 $219 Million
Q4 2020 Sep 10, 2024	SELL	$49.86 - $58.47 $66,413 - $77,882	-1,332 Reduced 25.09%	3,976 $231 Million
Q3 2020 Sep 10, 2024	BUY	$49.59 - $53.56 $2,231 - $2,410	45 Added 0.86%	5,308 $274 Million
Q2 2020 Sep 10, 2024	BUY	$41.38 - $52.51 $217,782 - $276,360	5,263 New	5,263 $260 Million

Others Institutions Holding JPIN

# of Institutions

102

Shares Held

20.4M

Call Options Held

0

Put Options Held

0

International Assets Investment Management, LLC Orlando, FL

15.8M
Shares

$913 Million
0.75% of portfolio
Ubs Group Ag

634K
Shares

$36.6 Million
0.01% of portfolio
Wealth Enhancement Advisory Services, LLC

620K
Shares

$35.8 Million
0.09% of portfolio
Bank Of America Corp Charlotte, NC

453K
Shares

$26.1 Million
0.0% of portfolio
Morgan Stanley New York, NY

324K
Shares

$18.7 Million
0.0% of portfolio

About JP MORGAN DIVERSIFIED RETURN I

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