Glassman Wealth Services Jp Morgan Diversified Return I Transaction History

Glassman Wealth Services

$585 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 14, 2022	SELL	$53.48 - $60.03 $65,085 - $73,056	-1,217 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$58.11 - $61.62 $70,719 - $74,991	1,217 New	1,217 $72,000

Others Institutions Holding JPIN

# of Institutions

101

Shares Held

20M

Call Options Held

0

Put Options Held

0

International Assets Investment Management, LLC Orlando, FL

15.8M
Shares

$858 Million
0.75% of portfolio
Ubs Group Ag

618K
Shares

$33.5 Million
0.01% of portfolio
Wealth Enhancement Advisory Services, LLC

584K
Shares

$31.7 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

419K
Shares

$22.7 Million
0.0% of portfolio
Morgan Stanley New York, NY

325K
Shares

$17.6 Million
0.0% of portfolio

About JP MORGAN DIVERSIFIED RETURN I

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