Jpmorgan Chase & CO Northern Lts Fd Tr Iii Hcm Def Transaction History

Jpmorgan Chase & CO

$1.1 Trillion
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 14, 2023	BUY	$37.19 - $41.01 $1,710 - $1,886	46 New	46 $1,000
Q4 2022 Feb 13, 2023	SELL	$33.17 - $35.36 $54,332 - $57,919	-1,638 Reduced 94.25%	100 $3,000
Q3 2022 Nov 14, 2022	BUY	N/A	1,738 New	1,738 $58,000

Others Institutions Holding LGH

# of Institutions

24

Shares Held

5.79M

Call Options Held

0

Put Options Held

0

Howard Capital Management Inc.

3.75M
Shares

$189 Million
23.09% of portfolio
Envestnet Asset Management Inc

433K
Shares

$21.9 Million
0.01% of portfolio
Orion Portfolio Solutions, LLC

352K
Shares

$17.8 Million
0.18% of portfolio
Cambridge Investment Research Advisors, Inc.

320K
Shares

$16.1 Million
0.06% of portfolio
Cetera Investment Advisers Schaumburg, IL

298K
Shares

$15.1 Million
0.03% of portfolio

About NORTHERN LTS FD TR III HCM DEF

Ticker LGH
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