Sowell Financial Services LLC Jp Morgan Diversified Return I Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 05, 2021	SELL	$61.55 - $64.56 $383,887 - $402,660	-6,237 Closed	0 $0
Q1 2021 May 07, 2021	BUY	$58.26 - $61.7 $296,892 - $314,423	5,096 Added 446.63%	6,237 $394,000
Q4 2020 Jan 13, 2021	BUY	$49.86 - $58.47 $398 - $467	8 Added 0.71%	1,141 $66,000
Q3 2020 Nov 12, 2020	SELL	$49.59 - $53.56 $3,322 - $3,588	-67 Reduced 5.58%	1,133 $58,000
Q2 2020 Aug 13, 2020	SELL	$41.38 - $52.51 $114,829 - $145,715	-2,775 Reduced 69.81%	1,200 $59,000
Q1 2020 May 12, 2020	BUY	$37.71 - $57.78 $26,547 - $40,677	704 Added 21.52%	3,975 $172,000
Q4 2019 Feb 07, 2020	BUY	$51.93 - $57.61 $20,927 - $23,216	403 Added 14.05%	3,271 $0
Q3 2019 Nov 14, 2019	SELL	$52.99 - $54.15 $337,440 - $344,827	-6,368 Reduced 68.95%	2,868 $152,000
Q1 2019 May 15, 2019	BUY	N/A	9,236 New	9,236 $0

Others Institutions Holding JPIN

# of Institutions

101

Shares Held

20M

Call Options Held

0

Put Options Held

0

International Assets Investment Management, LLC Orlando, FL

15.8M
Shares

$858 Million
0.75% of portfolio
Ubs Group Ag

618K
Shares

$33.5 Million
0.01% of portfolio
Wealth Enhancement Advisory Services, LLC

584K
Shares

$31.7 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

419K
Shares

$22.7 Million
0.0% of portfolio
Morgan Stanley New York, NY

325K
Shares

$17.6 Million
0.0% of portfolio

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