Sowell Financial Services LLC Jpmorgan Diversified Return Us Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	BUY	$91.13 - $100.92 $407,442 - $451,213	4,471 New	4,471 $427,000
Q2 2021 Aug 05, 2021	SELL	$92.22 - $98.22 $71,562 - $76,218	-776 Closed	0 $0
Q1 2021 May 07, 2021	SELL	$82.76 - $91.73 $64,470 - $71,457	-779 Reduced 50.1%	776 $75,000
Q4 2020 Jan 13, 2021	SELL	$73.3 - $83.94 $90,085 - $103,162	-1,229 Reduced 44.15%	1,555 $130,000
Q3 2020 Nov 12, 2020	SELL	$68.99 - $77.52 $106,451 - $119,613	-1,543 Reduced 35.66%	2,784 $206,000
Q2 2020 Aug 13, 2020	SELL	$55.84 - $75.47 $500,996 - $677,116	-8,972 Reduced 67.46%	4,327 $300,000
Q1 2020 May 12, 2020	BUY	$49.95 - $81.47 $114,635 - $186,973	2,295 Added 20.86%	13,299 $780,000
Q4 2019 Feb 07, 2020	BUY	$73.54 - $80.24 $32,063 - $34,984	436 Added 4.13%	11,004 $0
Q3 2019 Nov 14, 2019	BUY	$75.53 - $76.66 $65,182 - $66,157	863 Added 8.89%	10,568 $802,000
Q1 2019 May 15, 2019	BUY	N/A	1,539 Added 18.85%	9,705 $0
Q4 2018 Mar 05, 2019	BUY	N/A	8,166 New	8,166 $530,000

Others Institutions Holding JPUS

# of Institutions

86

Shares Held

3.01M

Call Options Held

0

Put Options Held

0

About JPMORGAN DIVERSIFIED RETURN US

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