Intrua Financial, LLC Jpmorgan Tr. Diversified Retur Transaction History

Intrua Financial, LLC

$613 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 May 28, 2025	SELL	$94.32 - $105.04 $198,260 - $220,794	-2,102 Closed	0 $0
Q1 2024 May 28, 2025	BUY	$89.62 - $99.14 $188,381 - $208,392	2,102 New	2,102 $208,000

Others Institutions Holding JPME

# of Institutions

96

Shares Held

2.96M

Call Options Held

0

Put Options Held

0

Cerity Partners LLC New York, NY

703K
Shares

$71.8 Million
0.15% of portfolio
High Tower Advisors, LLC Chicago, IL

300K
Shares

$30.6 Million
0.04% of portfolio
Morgan Stanley New York, NY

282K
Shares

$28.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

222K
Shares

$22.7 Million
0.01% of portfolio
Creative One Wealth, LLC Overland Park, KS

219K
Shares

$22.4 Million
0.74% of portfolio

About JPMORGAN TR. DIVERSIFIED RETUR

Ticker JPME
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