Foster Victor Wealth Advisors, LLC Jpmorgan Tr. Diversified Retur Transaction History

Foster Victor Wealth Advisors, LLC

$1.38 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 26, 2020	SELL	$59.62 - $67.11 $437,551 - $492,520	-7,339 Closed	0 $0
Q2 2020 Aug 03, 2020	SELL	$47.01 - $66.06 $13.3 Million - $18.8 Million	-283,966 Reduced 97.48%	7,339 $443,000
Q1 2020 Apr 29, 2020	BUY	$42.43 - $71.93 $848,430 - $1.44 Million	19,996 Added 7.37%	291,305 $15.3 Million
Q4 2019 Jan 13, 2020	SELL	$64.46 - $70.9 $377,735 - $415,474	-5,860 Reduced 2.11%	271,309 $19.1 Million
Q3 2019 Oct 11, 2019	BUY	$63.41 - $67.86 $656,610 - $702,690	10,355 Added 3.88%	277,169 $18.2 Million
Q2 2019 Jul 16, 2019	SELL	$62.56 - $66.91 $420,841 - $450,103	-6,727 Reduced 2.46%	266,814 $17.8 Million
Q1 2019 May 03, 2019	SELL	$56.23 - $65.37 $1.23 Million - $1.43 Million	-21,821 Reduced 7.39%	273,541 $17.8 Million
Q4 2018 Mar 04, 2019	BUY	$54.16 - $67.11 $16 Million - $19.8 Million	295,362 New	295,362 $16.9 Million

Others Institutions Holding JPME

# of Institutions

87

Shares Held

3.06M

Call Options Held

0

Put Options Held

0

Cerity Partners LLC New York, NY

692K
Shares

$73.3 Million
0.16% of portfolio
High Tower Advisors, LLC Chicago, IL

292K
Shares

$30.9 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

$23.8 Million
0.86% of portfolio
Lpl Financial LLC Fort Mill, SC

215K
Shares

$22.8 Million
0.01% of portfolio

About JPMORGAN TR. DIVERSIFIED RETUR

Ticker JPME
Sector ETFs
Industry ETFs

More about JPME

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Foster Victor Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foster Victor Wealth Advisors, LLC with notifications on news.