Menard Financial Group LLC J P Morgan Diversified Return Transaction History

Menard Financial Group LLC

$146 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 25, 2022	SELL	$40.95 - $46.65 $1.55 Million - $1.77 Million	-37,932 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$43.52 - $47.96 $1.65 Million - $1.82 Million	37,932 New	37,932 $1.74 Million

Others Institutions Holding JPSE

# of Institutions

97

Shares Held

8.05M

Call Options Held

0

Put Options Held

0

Koss Olinger Consulting, LLC

1.21M
Shares

$61.6 Million
5.09% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

781K
Shares

$39.7 Million
0.05% of portfolio
Raymond James & Associates St Petersburg, FL

564K
Shares

$28.7 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

553K
Shares

$28.1 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

485K
Shares

$24.7 Million
0.0% of portfolio

About J P MORGAN DIVERSIFIED RETURN

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