Aspire Private Capital, LLC Jpmorgan Tr. Diversified Retur Transaction History

Aspire Private Capital, LLC

$416 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 18, 2024	SELL	$89.62 - $99.14 $89 - $99	-1 Reduced 2.08%	47 $4,000
Q4 2023 Feb 01, 2024	SELL	$79.3 - $92.33 $19,904 - $23,174	-251 Reduced 83.95%	48 $4,000
Q3 2023 Nov 03, 2023	SELL	$83.14 - $91.18 $55,620 - $60,999	-669 Reduced 69.11%	299 $25,000
Q2 2023 Jul 24, 2023	BUY	$82.21 - $88.3 $164 - $176	2 Added 0.21%	968 $85,000
Q4 2022 Feb 14, 2023	BUY	$77.11 - $88.88 $14,188 - $16,353	184 Added 23.53%	966 $81,000
Q3 2022 Nov 10, 2022	BUY	$76.41 - $91.43 $1,146 - $1,371	15 Added 1.96%	782 $60,000
Q1 2022 May 10, 2022	SELL	$87.14 - $95.75 $1,481 - $1,627	-17 Reduced 2.17%	767 $72,000
Q4 2021 Feb 14, 2022	BUY	$88.09 - $95.51 $4,052 - $4,393	46 Added 6.23%	784 $75,000
Q3 2021 Nov 15, 2021	BUY	$85.29 - $92.14 $62,944 - $67,999	738 New	738 $65,000

Others Institutions Holding JPME

# of Institutions

86

Shares Held

3M

Call Options Held

0

Put Options Held

0

Cerity Partners LLC New York, NY

692K
Shares

$76.1 Million
0.16% of portfolio
High Tower Advisors, LLC Chicago, IL

292K
Shares

$32.1 Million
0.04% of portfolio
Morgan Stanley New York, NY

288K
Shares

$31.7 Million
0.0% of portfolio
Creative One Wealth, LLC Overland Park, KS

225K
Shares

$24.7 Million
0.86% of portfolio
Lpl Financial LLC Fort Mill, SC

215K
Shares

$23.7 Million
0.01% of portfolio

About JPMORGAN TR. DIVERSIFIED RETUR

Ticker JPME
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