Strategic Wealth Partners, Ltd. J P 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
Q3 2018 Dec 06, 2018	SELL	$31.65 - $33.3 $26,712 - $28,105	-844 Closed	0 $0
Q2 2018 Sep 04, 2018	BUY	$28.42 - $32.43 $23,986 - $27,370	844 New	844 $27,000

Others Institutions Holding JPSE

# of Institutions

97

Shares Held

8.07M

Call Options Held

0

Put Options Held

0

Koss Olinger Consulting, LLC

1.21M
Shares

$59.4 Million
5.09% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

781K
Shares

$38.2 Million
0.05% of portfolio
Raymond James & Associates St Petersburg, FL

564K
Shares

$27.6 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

553K
Shares

$27.1 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

485K
Shares

$23.8 Million
0.0% of portfolio

About J P MORGAN DIVERSIFIED RETURN

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