Rhs Financial, LLC J P Morgan Diversified Return Transaction History

Rhs Financial, LLC

$170 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 26, 2023	SELL	$37.92 - $43.54 $261,079 - $299,772	-6,885 Reduced 43.09%	9,095 $362,000
Q4 2022 Jan 23, 2023	BUY	$38.15 - $41.8 $609,637 - $667,964	15,980 New	15,980 $0

Others Institutions Holding JPSE

# of Institutions

92

Shares Held

6.89M

Call Options Held

0

Put Options Held

0

Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

823K
Shares

$35.6 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

778K
Shares

$33.6 Million
0.02% of portfolio
Royal Bank Of Canada Toronto, A6

557K
Shares

$24.1 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

498K
Shares

$21.5 Million
0.0% of portfolio
Capital Advisors Wealth Management, LLC

424K
Shares

$18.3 Million
3.98% of portfolio

About J P MORGAN DIVERSIFIED RETURN

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