Jpmorgan Chase & CO Trust For Professional Mgr Cro Transaction History

Jpmorgan Chase & CO

$1.23 Trillion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 08, 2024	BUY	$21.49 - $21.87 $6,146 - $6,254	286 New	286 $6,000
Q4 2022 Feb 13, 2023	BUY	$20.56 - $20.89 $25,494 - $25,903	1,240 New	1,240 $26,000

Others Institutions Holding SPC

# of Institutions

14

Shares Held

2.33M

Call Options Held

0

Put Options Held

0

Morton Capital Management Llc/Ca Calabasas, CA

1.48M
Shares

$31.1 Million
5.77% of portfolio
Prepared Retirement Institute LLC Lansdale, PA

517K
Shares

$10.9 Million
6.1% of portfolio
Bank Of America Corp Charlotte, NC

83.9K
Shares

$1.76 Million
0.0% of portfolio
Westmount Partners, LLC Los Angeles, CA

83.1K
Shares

$1.74 Million
0.52% of portfolio
Ubs Group Ag

42.6K
Shares

$894,635
0.0% of portfolio

About TRUST FOR PROFESSIONAL MGR CRO

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