Advocacy Wealth Management Services, LLC Jp Morgan Diversified Return I Transaction History

Advocacy Wealth Management Services, LLC

$1.17 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Jul 05, 2019	SELL	N/A	-178 Closed	0 $0
Q1 2019 Apr 02, 2019	BUY	N/A	178 New	178 $10,000

Others Institutions Holding JPIN

# of Institutions

101

Shares Held

20M

Call Options Held

0

Put Options Held

0

International Assets Investment Management, LLC Orlando, FL

15.8M
Shares

$890 Million
0.75% of portfolio
Ubs Group Ag

618K
Shares

$34.8 Million
0.01% of portfolio
Wealth Enhancement Advisory Services, LLC

584K
Shares

$32.9 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

419K
Shares

$23.6 Million
0.0% of portfolio
Morgan Stanley New York, NY

325K
Shares

$18.3 Million
0.0% of portfolio

About JP MORGAN DIVERSIFIED RETURN I

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