Patriot Financial Group Insurance Agency, LLC Jp Morgan Diversified Return I Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 11, 2022	SELL	$53.48 - $60.03 $16,685 - $18,729	-312 Closed	0 $0
Q4 2021 Jan 10, 2022	SELL	$58.11 - $61.62 $39,572 - $41,963	-681 Reduced 68.58%	312 $18,000
Q3 2021 Nov 24, 2021	BUY	$60.31 - $64.02 $422 - $448	7 Added 0.71%	993 $60,000
Q2 2021 Jul 30, 2021	BUY	$61.55 - $64.56 $369 - $387	6 Added 0.61%	986 $62,000
Q1 2021 Apr 29, 2021	BUY	$58.26 - $61.7 $116 - $123	2 Added 0.2%	980 $60,000
Q4 2020 Jan 15, 2021	BUY	$49.86 - $58.47 $48,763 - $57,183	978 New	978 $57,000

Others Institutions Holding JPIN

# of Institutions

101

Shares Held

20M

Call Options Held

Put Options Held

International Assets Investment Management, LLC Orlando, FL

15.8M
Shares

$858 Million
0.75% of portfolio
Ubs Group Ag

618K
Shares

$33.5 Million
0.01% of portfolio
Wealth Enhancement Advisory Services, LLC

584K
Shares

$31.7 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

419K
Shares

$22.7 Million
0.0% of portfolio
Morgan Stanley New York, NY

325K
Shares

$17.6 Million
0.0% of portfolio

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