Patriot Financial Group Insurance Agency, LLC Jpmorgan Tr. Diversified Retur Transaction History

Patriot Financial Group Insurance Agency, LLC

$621 Million
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 Apr 29, 2019	SELL	$56.23 - $65.37 $2,642 - $3,072	-47 Closed	0 $0
Q4 2018 Feb 04, 2019	BUY	$54.16 - $67.11 $2,545 - $3,154	47 New	47 $2,000

Others Institutions Holding JPME

# of Institutions

Shares Held

3.75M

Call Options Held

Put Options Held

Argi Investment Services, LLC

774K
Shares

$73.7 Million
2.08% of portfolio
Cerity Partners LLC New York, NY

671K
Shares

$63.9 Million
0.18% of portfolio
Morgan Stanley New York, NY

330K
Shares

$31.4 Million
0.0% of portfolio
High Tower Advisors, LLC Chicago, IL

292K
Shares

$27.8 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

246K
Shares

$23.4 Million
0.01% of portfolio

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About JPMORGAN TR. DIVERSIFIED RETUR

Ticker JPME
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