Interactive Financial Advisors Jp Morgan Diversified Return I Transaction History

Interactive Financial Advisors

$176 Million
Q2 2024

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	SELL	$42.55 - $51.46 $3,574 - $4,322	-84 Reduced 19.22%	353 $15,000
Q2 2022 Aug 10, 2022	SELL	$48.25 - $57.14 $2,846 - $3,371	-59 Reduced 11.9%	437 $21,000
Q1 2022 May 09, 2022	BUY	$53.48 - $60.03 $1,925 - $2,161	36 Added 7.83%	496 $40,000
Q4 2021 Feb 11, 2022	SELL	$58.11 - $61.62 $4,765 - $5,052	-82 Reduced 15.13%	460 $27,000
Q3 2021 Nov 09, 2021	SELL	$60.31 - $64.02 $784 - $832	-13 Reduced 2.34%	542 $33,000
Q2 2021 Jul 30, 2021	SELL	$61.55 - $64.56 $32,498 - $34,087	-528 Reduced 48.75%	555 $35,000
Q1 2021 May 11, 2021	SELL	$58.26 - $61.7 $2,913 - $3,085	-50 Reduced 4.41%	1,083 $66,000
Q4 2020 Jan 21, 2021	SELL	$49.86 - $58.47 $18,398 - $21,575	-369 Reduced 24.57%	1,133 $66,000
Q3 2020 Oct 29, 2020	SELL	$49.59 - $53.56 $9,273 - $10,015	-187 Reduced 11.07%	1,502 $78,000
Q2 2020 Jul 27, 2020	SELL	$41.38 - $52.51 $14,151 - $17,958	-342 Reduced 16.84%	1,689 $83,000
Q1 2020 May 05, 2020	SELL	$37.71 - $57.78 $5,430 - $8,320	-144 Reduced 6.62%	2,031 $88,000
Q4 2019 Jan 27, 2020	BUY	$51.93 - $57.61 $1,713 - $1,901	33 Added 1.54%	2,175 $124,000
Q3 2019 Oct 24, 2019	SELL	$52.99 - $54.15 $24,587 - $25,125	-464 Reduced 17.81%	2,142 $114,000
Q2 2019 Jul 17, 2019	SELL	N/A	-1,261 Reduced 32.61%	2,606 $142,000
Q1 2019 May 06, 2019	SELL	N/A	-597 Reduced 13.37%	3,867 $214,000
Q4 2018 Feb 05, 2019	BUY	N/A	117 Added 2.69%	4,464 $227,000
Q3 2018 Nov 15, 2018	SELL	N/A	-367 Reduced 7.79%	4,347 $254,000
Q2 2018 Jul 19, 2018	BUY	N/A	1,345 Added 39.92%	4,714 $272,000
Q1 2018 Apr 17, 2018	BUY	N/A	1,015 Added 43.12%	3,369 $200,000
Q4 2017 Jan 22, 2018	BUY	N/A	1,928 Added 452.58%	2,354 $141,000
Q3 2017 Oct 12, 2017	BUY	N/A	426	426 $25,000

Others Institutions Holding JPIN

# of Institutions

103

Shares Held

4.57M

Call Options Held

Put Options Held

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