Lee Financial CO Jp Morgan Diversified Return I Transaction History

Lee Financial CO

$699 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 13, 2021	SELL	$58.26 - $61.7 $2,679 - $2,838	-46 Closed	0 $0
Q2 2020 Aug 11, 2020	BUY	$41.38 - $52.51 $1,903 - $2,415	46 New	46 $2,000

Others Institutions Holding JPIN

# of Institutions

101

Shares Held

20M

Call Options Held

0

Put Options Held

0

International Assets Investment Management, LLC Orlando, FL

15.8M
Shares

$850 Million
0.75% of portfolio
Ubs Group Ag

618K
Shares

$33.2 Million
0.01% of portfolio
Wealth Enhancement Advisory Services, LLC

584K
Shares

$31.4 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

419K
Shares

$22.5 Million
0.0% of portfolio
Morgan Stanley New York, NY

325K
Shares

$17.5 Million
0.0% of portfolio

About JP MORGAN DIVERSIFIED RETURN I

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