Ae Wealth Management LLC Jp Morgan Diversified Return I Transaction History

Ae Wealth Management LLC

$8.07 Billion
Q1 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 20, 2022	SELL	N/A	-4,356 Closed	0 $0
Q3 2021 Nov 01, 2021	BUY	N/A	4,356 New	4,356 $263,000
Q1 2020 May 07, 2020	SELL	N/A	-6,169 Closed	0 $0
Q4 2019 Jan 15, 2020	SELL	N/A	-630 Reduced 9.27%	6,169 $352,000
Q3 2019 Nov 05, 2019	SELL	N/A	-3,877 Reduced 36.32%	6,799 $362,000

Q2 2019 Jul 22, 2019	SELL	N/A	-2,857 Reduced 21.11%	10,676 $581,000
Q1 2019 May 14, 2019	SELL	N/A	-14,978 Reduced 52.53%	13,533 $748,000
Q4 2018 Feb 15, 2019	SELL	N/A	-86,939 Reduced 75.3%	28,511 $1.45 Million
Q3 2018 Nov 14, 2018	BUY	N/A	55,267 Added 91.83%	115,450 $6.74 Million
Q2 2018 Aug 15, 2018	BUY	N/A	2,478 Added 4.29%	60,183 $3.47 Million
Q1 2018 May 14, 2018	BUY	N/A	3,385 Added 6.23%	57,705 $3.43 Million
Q4 2017 Feb 06, 2018	SELL	N/A	-692 Reduced 1.26%	54,320 $3.26 Million
Q3 2017 Nov 08, 2017	SELL	N/A	-1,787 Reduced 3.15%	55,012 $3.19 Million
Q2 2017 Aug 14, 2017	BUY	N/A	56,799	56,799 $3.19 Million

Others Institutions Holding JPIN

# of Institutions

104

Shares Held

5.1M

Call Options Held

0

Put Options Held

0

About JP MORGAN DIVERSIFIED RETURN I

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