Appleton Partners Inc Jp Morgan Diversified Return I Transaction History

Appleton Partners Inc

$1.35 Billion
Q4 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 27, 2022	SELL	$42.55 - $51.46 $110,970 - $134,207	-2,608 Reduced 20.98%	9,825 $421,000
Q2 2022 Jul 08, 2022	BUY	$48.25 - $57.14 $82,893 - $98,166	1,718 Added 16.03%	12,433 $607,000
Q1 2022 Apr 05, 2022	SELL	$53.48 - $60.03 $28,344 - $31,815	-530 Reduced 4.71%	10,715 $605,000
Q4 2021 Feb 03, 2022	SELL	$58.11 - $61.62 $63,049 - $66,857	-1,085 Reduced 8.8%	11,245 $665,000
Q3 2021 Oct 14, 2021	SELL	$60.31 - $64.02 $7,840 - $8,322	-130 Reduced 1.04%	12,330 $744,000
Q2 2021 Jul 07, 2021	SELL	$61.55 - $64.56 $34,468 - $36,153	-560 Reduced 4.3%	12,460 $778,000
Q1 2021 Apr 19, 2021	SELL	$58.26 - $61.7 $171,284 - $181,398	-2,940 Reduced 18.42%	13,020 $794,000
Q4 2020 Jan 19, 2021	SELL	$49.86 - $58.47 $81,271 - $95,306	-1,630 Reduced 9.27%	15,960 $929,000
Q3 2020 Oct 14, 2020	SELL	$49.59 - $53.56 $86,782 - $93,730	-1,750 Reduced 9.05%	17,590 $908,000
Q2 2020 Aug 14, 2020	SELL	$41.38 - $52.51 $93,808 - $119,040	-2,267 Reduced 10.49%	19,340 $956,000
Q1 2020 May 04, 2020	SELL	$37.71 - $57.78 $67,689 - $103,715	-1,795 Reduced 7.67%	21,607 $934,000
Q4 2019 Jan 13, 2020	SELL	$51.93 - $57.61 $174,900 - $194,030	-3,368 Reduced 12.58%	23,402 $1.34 Million
Q3 2019 Nov 04, 2019	SELL	$52.99 - $54.15 $352,913 - $360,639	-6,660 Reduced 19.92%	26,770 $1.42 Million
Q2 2019 Jul 25, 2019	SELL	N/A	-865 Reduced 2.52%	33,430 $1.82 Million
Q1 2019 Apr 17, 2019	BUY	N/A	340 Added 1.0%	34,295 $1.9 Million
Q4 2018 Jan 17, 2019	BUY	N/A	33,955 New	33,955 $1.73 Million

Others Institutions Holding JPIN

# of Institutions

107

Shares Held

4.21M

Call Options Held

0

Put Options Held

0

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