Rhs Financial, LLC J P Morgan Diversified Return Transaction History

Rhs Financial, LLC

$193 Million
Q3 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	$36.1 - $41.8 $576,878 - $667,964	15,980 New	15,980 $0

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

$57.4 Million
5.09% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

781K
Shares

$37 Million
0.05% of portfolio
Raymond James & Associates St Petersburg, FL

564K
Shares

$26.7 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

553K
Shares

$26.2 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

485K
Shares

$23 Million
0.0% of portfolio

About J P MORGAN DIVERSIFIED RETURN

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