Schneider Downs Wealth Management Advisors, LP Jp Morgan Diversified Return I Transaction History

Schneider Downs Wealth Management Advisors, LP

$478 Million
Q3 2024

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 04, 2023	BUY	$49.3 - $53.28 $22,727 - $24,562	461 Added 3.15%	15,079 $788,000
Q4 2022 Feb 01, 2023	SELL	$42.35 - $50.7 $12,959 - $15,514	-306 Reduced 2.05%	14,618 $720,000
Q3 2022 Oct 26, 2022	BUY	$42.55 - $51.46 $29,189 - $35,301	686 Added 4.82%	14,924 $639,000
Q2 2022 Jul 13, 2022	BUY	$48.25 - $57.14 $48,925 - $57,939	1,014 Added 7.67%	14,238 $695,000
Q1 2022 May 02, 2022	SELL	$53.48 - $60.03 $40,056 - $44,962	-749 Reduced 5.36%	13,224 $747,000
Q4 2021 Jan 31, 2022	SELL	$58.11 - $61.62 $20,396 - $21,628	-351 Reduced 2.45%	13,973 $827,000
Q3 2021 Oct 14, 2021	SELL	$60.31 - $64.02 $8,081 - $8,578	-134 Reduced 0.93%	14,324 $864,000
Q2 2021 Jul 20, 2021	BUY	$61.55 - $64.56 $11,140 - $11,685	181 Added 1.27%	14,458 $903,000
Q1 2021 Apr 26, 2021	SELL	$58.26 - $61.7 $58 - $61	-1 Reduced 0.01%	14,277 $871,000
Q4 2020 Jan 21, 2021	SELL	$49.86 - $58.47 $21,340 - $25,025	-428 Reduced 2.91%	14,278 $831,000
Q3 2020 Oct 14, 2020	SELL	$49.59 - $53.56 $39,820 - $43,008	-803 Reduced 5.18%	14,706 $759,000
Q2 2020 Jul 15, 2020	SELL	$41.38 - $52.51 $4.31 Million - $5.47 Million	-104,173 Reduced 87.04%	15,509 $766,000
Q1 2020 Apr 21, 2020	SELL	$37.71 - $57.78 $778,937 - $1.19 Million	-20,656 Reduced 14.72%	119,682 $5.18 Million
Q4 2019 Jan 23, 2020	BUY	$51.93 - $57.61 $876,941 - $972,860	16,887 Added 13.68%	140,338 $8.01 Million
Q3 2019 Nov 05, 2019	SELL	$52.99 - $54.15 $155,313 - $158,713	-2,931 Reduced 2.32%	123,451 $6.56 Million
Q2 2019 Jul 16, 2019	BUY	N/A	7,207 Added 6.05%	126,382 $6.88 Million
Q1 2019 May 01, 2019	BUY	N/A	19,591 Added 19.67%	119,175 $6.59 Million
Q4 2018 Jan 31, 2019	BUY	N/A	68,190 Added 217.21%	99,584 $5.07 Million
Q3 2018 Oct 18, 2018	BUY	N/A	4,982 Added 18.86%	31,394 $1.83 Million
Q2 2018 Jul 24, 2018	BUY	N/A	15,141 Added 134.34%	26,412 $1.52 Million
Q1 2018 Apr 17, 2018	BUY	N/A	5,614 Added 99.24%	11,271 $670,000
Q4 2017 Jan 22, 2018	BUY	N/A	5,657	5,657 $340,000

Others Institutions Holding JPIN

# of Institutions

100

Shares Held

4.21M

Call Options Held

Put Options Held

View Full List

About JP MORGAN DIVERSIFIED RETURN I

Ticker JPIN
Sector ETFs
Industry ETFs

More about JPIN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Schneider Downs Wealth Management Advisors, LP, based on Form 13F filings with the SEC.

News

Stay updated on Schneider Downs Wealth Management Advisors, LP with notifications on news.

Account