Lloyd Advisory Services, Llc. Jp Morgan Diversified Return I Transaction History

Lloyd Advisory Services, Llc.

$111 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 07, 2020	SELL	$41.38 - $52.51 $2,731 - $3,465	-66 Closed	0 $0
Q4 2019 Feb 12, 2020	BUY	$51.93 - $57.61 $3,427 - $3,802	66 New	66 $4,000

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

$885 Million
0.75% of portfolio
Ubs Group Ag

618K
Shares

$34.6 Million
0.01% of portfolio
Wealth Enhancement Advisory Services, LLC

584K
Shares

$32.7 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

419K
Shares

$23.4 Million
0.0% of portfolio
Morgan Stanley New York, NY

325K
Shares

$18.2 Million
0.0% of portfolio

About JP MORGAN DIVERSIFIED RETURN I

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