Belpointe Asset Management LLC Jpmorgan Tr. Diversified Retur Transaction History

Belpointe Asset Management LLC

$1.49 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	BUY	$81.5 - $91.5 $81 - $91	1 Added 0.11%	948 $81,000
Q4 2022 Feb 08, 2023	BUY	$77.11 - $88.88 $73,023 - $84,169	947 New	947 $79,000

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

$73.5 Million
0.16% of portfolio
High Tower Advisors, LLC Chicago, IL

292K
Shares

$31 Million
0.04% of portfolio
Morgan Stanley New York, NY

288K
Shares

$30.6 Million
0.0% of portfolio
Creative One Wealth, LLC Overland Park, KS

225K
Shares

$23.9 Million
0.86% of portfolio
Lpl Financial LLC Fort Mill, SC

215K
Shares

$22.9 Million
0.01% of portfolio

About JPMORGAN TR. DIVERSIFIED RETUR

Ticker JPME
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