Strategic Wealth Partners, Ltd. J P Morgan Diversified Return Transaction History

Strategic Wealth Partners, Ltd.

$1.03 Billion
Q4 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

111

Shares Held

9.92M

Call Options Held

0

Put Options Held

0

Raymond James Financial Inc St. Petersburg, FL

1.32M
Shares

$58.2 Million
0.02% of portfolio
Koss Olinger Consulting, LLC

1.27M
Shares

$55.8 Million
4.7% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

781K
Shares

$34.4 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

646K
Shares

$28.4 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

564K
Shares

$24.9 Million
0.02% of portfolio

About J P MORGAN DIVERSIFIED RETURN

Ticker JPSE
Sector ETFs
Industry ETFs

More about JPSE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.