Mufg Americas Holdings Corp J P Morgan Diversified Return Transaction History

Mufg Americas Holdings Corp

$0
Q3 2023

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Dec 01, 2022	SELL	$36.34 - $44.25 $3,634 - $4,425	-100 Reduced 2.33%	4,200 $157,000
Q2 2022 Aug 02, 2022	SELL	$36.34 - $44.25 $3,634 - $4,425	-100 Reduced 2.33%	4,200 $157,000
Q2 2021 Dec 01, 2022	SELL	$41.67 - $45.21 $6,542 - $7,097	-157 Reduced 3.52%	4,300 $191,000
Q2 2021 Aug 06, 2021	SELL	$41.67 - $45.21 $6,542 - $7,097	-157 Reduced 3.52%	4,300 $191,000
Q2 2020 Dec 01, 2022	BUY	$19.75 - $29.51 $5,075 - $7,584	257 Added 6.12%	4,457 $121,000
Q2 2020 Aug 06, 2020	SELL	$19.75 - $29.51 $13,588 - $20,302	-688 Reduced 13.37%	4,457 $121,000
Q1 2020 Apr 24, 2020	BUY	$18.9 - $33.17 $35,739 - $62,724	1,891 Added 58.11%	5,145 $111,000
Q4 2019 Feb 10, 2020	BUY	$29.32 - $32.65 $95,407 - $106,243	3,254 New	3,254 $106,000

Others Institutions Holding JPSE

# of Institutions

98

Shares Held

8.06M

Call Options Held

0

Put Options Held

0

Koss Olinger Consulting, LLC

1.21M
Shares

$57.7 Million
5.09% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

781K
Shares

$37.1 Million
0.05% of portfolio
Raymond James & Associates St Petersburg, FL

564K
Shares

$26.8 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

553K
Shares

$26.3 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

485K
Shares

$23.1 Million
0.0% of portfolio

About J P MORGAN DIVERSIFIED RETURN

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