Lex Aurum Advisors, LLC Jp Morgan Diversified Return Transaction History

Lex Aurum Advisors, LLC

$476 Million
Q4 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 04, 2022	SELL	$52.06 - $59.22 $2.3 Million - $2.62 Million	-44,226 Closed	0 $0
Q4 2021 Jan 24, 2022	BUY	$55.08 - $58.89 $514,998 - $550,621	9,350 Added 26.81%	44,226 $2.51 Million
Q3 2021 Nov 03, 2021	BUY	$57.08 - $60.7 $66,954 - $71,201	1,173 Added 3.48%	34,876 $2.01 Million
Q2 2021 Jul 19, 2021	BUY	$56.46 - $61.33 $183,269 - $199,077	3,246 Added 10.66%	33,703 $2 Million
Q1 2021 Apr 22, 2021	BUY	$54.39 - $58.37 $79,300 - $85,103	1,458 Added 5.03%	30,457 $1.72 Million
Q4 2020 Jan 20, 2021	BUY	$46.21 - $55.01 $39,324 - $46,813	851 Added 3.02%	28,999 $1.59 Million
Q3 2020 Oct 22, 2020	BUY	$46.22 - $49.56 $52,505 - $56,300	1,136 Added 4.21%	28,148 $1.32 Million
Q2 2020 Jul 22, 2020	SELL	$38.36 - $48.81 $33,986 - $43,245	-886 Reduced 3.18%	27,012 $1.24 Million
Q1 2020 Apr 22, 2020	BUY	$36.19 - $58.24 $537,530 - $865,038	14,853 Added 113.86%	27,898 $1.11 Million
Q4 2019 Jan 27, 2020	BUY	$51.7 - $57.01 $249,711 - $275,358	4,830 Added 58.79%	13,045 $744,000
Q3 2019 Oct 17, 2019	BUY	$52.32 - $54.38 $31,496 - $32,736	602 Added 7.91%	8,215 $431,000
Q2 2019 Jul 19, 2019	BUY	N/A	1,075 Added 16.44%	7,613 $423,000
Q1 2019 May 03, 2019	BUY	N/A	645 Added 10.95%	6,538 $355,000
Q4 2018 Feb 07, 2019	BUY	N/A	5,893 New	5,893 $300,000

Others Institutions Holding JPEM

# of Institutions

125

Shares Held

5.3M

Call Options Held

0

Put Options Held

0

About JP MORGAN DIVERSIFIED RETURN

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