Horan Securities, Inc. Jpmorgan Tr. Diversified Retur Transaction History

Horan Securities, Inc.

$231 Million
Q2 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 27, 2023	BUY	$82.21 - $88.3 $328 - $353	4 Added 0.31%	1,295 $114,000
Q1 2023 Apr 18, 2023	SELL	$81.5 - $91.5 $9,943 - $11,163	-122 Reduced 8.63%	1,291 $110,000
Q4 2022 Jan 17, 2023	SELL	$77.11 - $88.88 $37,861 - $43,640	-491 Reduced 25.79%	1,413 $0
Q3 2022 Oct 12, 2022	BUY	$76.41 - $91.43 $458 - $548	6 Added 0.32%	1,904 $146,000
Q2 2022 Jul 19, 2022	BUY	$78.92 - $95.02 $20,124 - $24,230	255 Added 15.52%	1,898 $154,000
Q1 2022 May 10, 2022	BUY	$87.14 - $95.75 $11,241 - $12,351	129 Added 8.52%	1,643 $154,000
Q4 2021 Feb 09, 2022	BUY	$88.09 - $95.51 $792 - $859	9 Added 0.6%	1,514 $144,000
Q2 2021 Aug 05, 2021	BUY	$83.85 - $89.41 $6,288 - $6,705	75 Added 5.24%	1,505 $132,000
Q1 2021 May 14, 2021	SELL	$74.12 - $83.51 $148,165 - $166,936	-1,999 Reduced 58.3%	1,430 $118,000
Q4 2020 Feb 05, 2021	BUY	$64.45 - $75.18 $101,122 - $117,957	1,569 Added 84.35%	3,429 $258,000
Q3 2020 Nov 04, 2020	BUY	$59.62 - $67.11 $110,893 - $124,824	1,860 New	1,860 $119,000

Others Institutions Holding JPME

# of Institutions

81

Shares Held

2.9M

Call Options Held

0

Put Options Held

0

About JPMORGAN TR. DIVERSIFIED RETUR

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