Jpmorgan Chase & CO Capitol Ser Tr Fairlead Tactic Transaction History

Jpmorgan Chase & CO

$1.22 Trillion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 12, 2024	BUY	$22.25 - $24.92 $0 - $0	0 New	0 $0
Q1 2023 May 11, 2023	BUY	$23.3 - $24.48 $559 - $587	24 New	24 $0

Others Institutions Holding TACK

# of Institutions

29

Shares Held

6.13M

Call Options Held

0

Put Options Held

0

Cary Street Partners Asset Management LLC Richmond, VA

2.49M
Shares

$71.5 Million
10.19% of portfolio
Ubs Group Ag

1.33M
Shares

$38.3 Million
0.01% of portfolio
Stifel Financial Corp St. Louis, MO

541K
Shares

$15.6 Million
0.02% of portfolio
Cary Street Partners Investment Advisory LLC Richmond, VA

474K
Shares

$13.6 Million
0.51% of portfolio
Mariner, LLC Overland Park, KS

358K
Shares

$10.3 Million
0.02% of portfolio

About CAPITOL SER TR FAIRLEAD TACTIC

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