Howe & Rusling Inc Jpmorgan Tr. Diversified Retur Transaction History

Howe & Rusling Inc

$1.16 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 15, 2021	SELL	$85.29 - $92.14 $10,064 - $10,872	-118 Closed	0 $0
Q2 2021 Aug 13, 2021	SELL	$83.85 - $89.41 $33,036 - $35,227	-394 Reduced 76.95%	118 $10,000
Q1 2021 May 13, 2021	BUY	$74.12 - $83.51 $22,161 - $24,969	299 Added 140.38%	512 $42,000
Q3 2020 Nov 06, 2020	BUY	$59.62 - $67.11 $5,306 - $5,972	89 Added 71.77%	213 $14,000
Q2 2020 Jul 15, 2020	BUY	$47.01 - $66.06 $5,829 - $8,191	124 New	124 $7,000
Q1 2020 May 14, 2020	SELL	$42.43 - $71.93 $14,086 - $23,880	-332 Closed	0 $0
Q4 2019 Feb 05, 2020	BUY	$64.46 - $70.9 $11,796 - $12,974	183 Added 122.82%	332 $23,000
Q2 2019 Aug 12, 2019	BUY	$62.56 - $66.91 $9,321 - $9,969	149 New	149 $10,000

Others Institutions Holding JPME

# of Institutions

87

Shares Held

3.05M

Call Options Held

0

Put Options Held

0

Cerity Partners LLC New York, NY

692K
Shares

$76.6 Million
0.16% of portfolio
High Tower Advisors, LLC Chicago, IL

292K
Shares

$32.3 Million
0.04% of portfolio
Morgan Stanley New York, NY

288K
Shares

$31.9 Million
0.0% of portfolio
Creative One Wealth, LLC Overland Park, KS

225K
Shares

$24.9 Million
0.86% of portfolio
Lpl Financial LLC Fort Mill, SC

215K
Shares

$23.8 Million
0.01% of portfolio

About JPMORGAN TR. DIVERSIFIED RETUR

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