Fairview Capital Investment Management, LLC Jp Morgan Diversified Return Transaction History

Fairview Capital Investment Management, LLC

$1.61 Billion
Q2 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Aug 14, 2020	SELL	$38.36 - $48.81 $2.08 Million - $2.65 Million	-54,350 Closed	0 $0
Q1 2020 May 13, 2020	SELL	$36.19 - $58.24 $854,807 - $1.38 Million	-23,620 Reduced 30.29%	54,350 $2.16 Million
Q4 2019 Feb 12, 2020	BUY	$51.7 - $57.01 $638,495 - $704,073	12,350 Added 18.82%	77,970 $4.44 Million
Q3 2019 Nov 14, 2019	BUY	$52.32 - $54.38 $210,064 - $218,335	4,015 Added 6.52%	65,620 $3.44 Million
Q2 2019 Aug 14, 2019	BUY	N/A	2,825 Added 4.81%	61,605 $3.43 Million
Q1 2019 May 14, 2019	BUY	N/A	17,975 Added 44.05%	58,780 $3.19 Million
Q4 2018 Feb 12, 2019	BUY	N/A	40,805 New	40,805 $2.07 Million

Others Institutions Holding JPEM

# of Institutions

130

Shares Held

4.94M

Call Options Held

Put Options Held

Strategic Financial Concepts, LLC San Antonio, TX

496K
Shares

$28.4 Million
0.97% of portfolio
Bank Of America Corp Charlotte, NC

336K
Shares

$19.3 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

272K
Shares

$15.6 Million
0.01% of portfolio
Morgan Stanley New York, NY

235K
Shares

$13.5 Million
0.0% of portfolio
Ci Private Wealth, LLC Miami, FL

187K
Shares

$10.7 Million
0.02% of portfolio

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About JP MORGAN DIVERSIFIED RETURN

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