Patriot Financial Group Insurance Agency, LLC J P Morgan Diversified Return Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 24, 2021	SELL	$41.37 - $44.89 $1,944 - $2,109	-47 Closed	0 $0
Q4 2020 Jan 15, 2021	BUY	$28.78 - $36.3 $1,352 - $1,706	47 New	47 $2,000

Others Institutions Holding JPSE

# of Institutions

Shares Held

8.06M

Call Options Held

Put Options Held

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

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About J P MORGAN DIVERSIFIED RETURN

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