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

Herold Advisors, Inc.

$449 Million
Q3 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

98

Shares Held

8.06M

Call Options Held

0

Put Options Held

0

Koss Olinger Consulting, LLC

1.21M
Shares

$57.7 Million
5.09% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

781K
Shares

$37.1 Million
0.05% of portfolio
Raymond James & Associates St Petersburg, FL

564K
Shares

$26.8 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

553K
Shares

$26.3 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

485K
Shares

$23.1 Million
0.0% of portfolio

About J P MORGAN DIVERSIFIED RETURN

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