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

Herold Advisors, Inc.

$439 Million
Q1 2025

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

112

Shares Held

9.91M

Call Options Held

0

Put Options Held

0

Raymond James Financial Inc St. Petersburg, FL

1.32M
Shares

$61.9 Million
0.02% of portfolio
Koss Olinger Consulting, LLC

1.27M
Shares

$59.4 Million
4.7% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

781K
Shares

$36.5 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

646K
Shares

$30.2 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

564K
Shares

$26.4 Million
0.02% of portfolio

About J P MORGAN DIVERSIFIED RETURN

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