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

Schneider Downs Wealth Management Advisors, LP

  • $517 Million
  • Q4 2024

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
106
Shares Held
4.18M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN DIVERSIFIED RETURN I

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