Capital Analysts, LLC Jpmorgan Diversified Return Us Transaction History

Capital Analysts, LLC

$2.45 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 05, 2021	SELL	$92.22 - $98.22 $222,711 - $237,201	-2,415 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$82.76 - $91.73 $23,586 - $26,143	285 Added 13.38%	2,415 $220,000
Q3 2020 Nov 12, 2020	SELL	$68.99 - $77.52 $5,105 - $5,736	-74 Reduced 3.36%	2,130 $158,000
Q2 2020 Aug 07, 2020	BUY	$55.84 - $75.47 $4,578 - $6,188	82 Added 3.86%	2,204 $153,000
Q1 2020 May 08, 2020	BUY	$49.95 - $81.47 $5,994 - $9,776	120 Added 5.99%	2,122 $124,000
Q3 2019 Nov 12, 2019	SELL	$75.53 - $76.66 $99,246 - $100,731	-1,314 Reduced 39.63%	2,002 $151,000
Q2 2019 Aug 13, 2019	BUY	N/A	1,769 Added 114.35%	3,316 $248,000
Q1 2019 May 13, 2019	BUY	N/A	101 Added 6.98%	1,547 $113,000
Q3 2018 Nov 07, 2018	BUY	N/A	129 Added 9.79%	1,446 $0
Q2 2018 Aug 03, 2018	BUY	N/A	950 Added 258.86%	1,317 $0
Q1 2018 May 14, 2018	BUY	N/A	367 New	367 $26,000

Others Institutions Holding JPUS

# of Institutions

86

Shares Held

3.01M

Call Options Held

0

Put Options Held

0

About JPMORGAN DIVERSIFIED RETURN US

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