Rockefeller Capital Management L.P. J P Morgan Diversified Return Transaction History

Rockefeller Capital Management L.P.

$36.3 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 07, 2020	SELL	$29.32 - $32.65 $1,905 - $2,122	-65 Closed	0 $0
Q3 2019 Nov 12, 2019	BUY	$28.92 - $31.34 $1,879 - $2,037	65 New	65 $2,000

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

$57.7 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

About J P MORGAN DIVERSIFIED RETURN

Ticker JPSE
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