Herold Advisors, Inc. J P Morgan Diversified Return Transaction History

Herold Advisors, Inc.

$423 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 20, 2022	SELL	$43.52 - $47.96 $111,628 - $123,017	-2,565 Closed	0 $0
Q3 2021 Nov 03, 2021	BUY	$41.37 - $44.89 $106,114 - $115,142	2,565 New	2,565 $110,000

Others Institutions Holding JPSE

# of Institutions

96

Shares Held

8.24M

Call Options Held

0

Put Options Held

0

Koss Olinger Consulting, LLC

1.21M
Shares

$61.3 Million
5.09% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

781K
Shares

$39.5 Million
0.05% of portfolio
Raymond James & Associates St Petersburg, FL

564K
Shares

$28.6 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

553K
Shares

$28 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

528K
Shares

$26.7 Million
0.01% of portfolio

About J P MORGAN DIVERSIFIED RETURN

Ticker JPSE
Sector ETFs
Industry ETFs

More about JPSE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Herold Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Herold Advisors, Inc. with notifications on news.