Asset Dedication, LLC Jp Morgan Diversified Return I Transaction History

Asset Dedication, LLC

$1.46 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 24, 2020	SELL	$41.38 - $52.51 $15,310 - $19,428	-370 Closed	0 $0
Q1 2020 May 05, 2020	BUY	$37.71 - $57.78 $13,952 - $21,378	370 New	370 $16,000

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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