Lido Advisors, LLC Jpmorgan Diversified Return Us Transaction History

Lido Advisors, LLC

$20.3 Billion
Q3 2024

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 15, 2022	SELL	$96.89 - $106.04 $1.59 Million - $1.74 Million	-16,387 Closed	0 $0
Q3 2021 Feb 15, 2022	BUY	$94.94 - $101.67 $88,863 - $95,163	936 Added 6.06%	16,387 $1.58 Million
Q3 2021 Nov 12, 2021	BUY	$94.94 - $101.67 $220,925 - $236,586	2,327 Added 17.73%	15,451 $1.48 Million
Q2 2021 Aug 12, 2021	BUY	$92.22 - $98.22 $277,305 - $295,347	3,007 Added 29.72%	13,124 $1.27 Million
Q1 2021 May 13, 2021	BUY	$82.76 - $91.73 $115,615 - $128,146	1,397 Added 16.02%	10,117 $924,000
Q4 2020 Feb 08, 2021	SELL	$73.3 - $83.94 $49,624 - $56,827	-677 Reduced 7.2%	8,720 $729,000
Q3 2020 Nov 12, 2020	BUY	$68.99 - $77.52 $14,418 - $16,201	209 Added 2.27%	9,397 $695,000
Q2 2020 Aug 12, 2020	SELL	$55.84 - $75.47 $193,150 - $261,050	-3,459 Reduced 27.35%	9,188 $638,000
Q1 2020 May 13, 2020	SELL	$49.95 - $81.47 $31,218 - $50,918	-625 Reduced 4.71%	12,647 $742,000
Q4 2019 Feb 07, 2020	BUY	$73.54 - $80.24 $2,132 - $2,326	29 Added 0.22%	13,272 $1.06 Million
Q3 2019 Nov 12, 2019	BUY	$75.53 - $76.66 $19,939 - $20,238	264 Added 2.03%	13,243 $1.01 Million
Q2 2019 Aug 14, 2019	BUY	N/A	80 Added 0.62%	12,979 $971,000
Q1 2019 May 10, 2019	BUY	N/A	4,827 Added 59.8%	12,899 $943,000
Q4 2018 Feb 14, 2019	BUY	N/A	1,317 Added 19.5%	8,072 $523,000
Q3 2018 Nov 14, 2018	BUY	N/A	1,160 Added 20.73%	6,755 $503,000
Q2 2018 Aug 14, 2018	BUY	N/A	1,098 Added 24.42%	5,595 $397,000
Q1 2018 May 10, 2018	BUY	N/A	752 Added 20.08%	4,497 $313,000
Q4 2017 Feb 15, 2018	BUY	N/A	3,745	3,745 $264,000

Others Institutions Holding JPUS

# of Institutions

86

Shares Held

3.01M

Call Options Held

0

Put Options Held

0

About JPMORGAN DIVERSIFIED RETURN US

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