Strategic Wealth Partners, Ltd. Jp Morgan Diversified Return Transaction History

Strategic Wealth Partners, Ltd.

$947 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Jan 30, 2020	SELL	$51.7 - $57.01 $25,850 - $28,505	-500 Closed	0 $0
Q1 2018 Jul 13, 2018	BUY	N/A	500 New	500 $30,000

Others Institutions Holding JPEM

# of Institutions

126

Shares Held

7.48M

Call Options Held

0

Put Options Held

0

International Assets Investment Management, LLC Orlando, FL

2.67M
Shares

$142 Million
0.14% of portfolio
Bank Of America Corp Charlotte, NC

414K
Shares

$22.1 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

291K
Shares

$15.5 Million
0.01% of portfolio
Morgan Stanley New York, NY

239K
Shares

$12.8 Million
0.0% of portfolio
Sam Advisors, LLC

176K
Shares

$9.38 Million
3.69% of portfolio

About JP MORGAN DIVERSIFIED RETURN

Ticker JPEM
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