Brinker Capital Investments, LLC Jpmorgan Tr. Diversified Retur Transaction History

Brinker Capital Investments, LLC

$5.01 Billion
Q4 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 May 15, 2018	SELL	$61.77 - $66.83 $370 - $400	-6 Closed	0 $0
Q4 2017 Feb 12, 2018	BUY	$61.11 - $64.55 $366 - $387	6	6 $0

Others Institutions Holding JPME

# of Institutions

95

Shares Held

3.03M

Call Options Held

0

Put Options Held

0

Cerity Partners LLC New York, NY

688K
Shares

$72.6 Million
0.15% of portfolio
High Tower Advisors, LLC Chicago, IL

293K
Shares

$30.9 Million
0.04% of portfolio
Morgan Stanley New York, NY

281K
Shares

$29.7 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

230K
Shares

$24.3 Million
0.01% of portfolio
Creative One Wealth, LLC Overland Park, KS

226K
Shares

$23.9 Million
0.77% of portfolio

About JPMORGAN TR. DIVERSIFIED RETUR

Ticker JPME
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