Summit Wealth Partners, LLC Jp Morgan Diversified Return I Transaction History

Summit Wealth Partners, LLC

$519 Billion
Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Jp Morgan Diversified Return I stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 3,362 shares of JPIN stock, worth $180,135. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,362

Holding current value

$180,135

% of portfolio

0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$54.1 - $60.82 $181,884 - $204,476	3,362 New	3,362 $202 Million
Q4 2021 Sep 10, 2024	SELL	$58.11 - $61.62 $10,634 - $11,276	-183 Reduced 5.0%	3,478 $206 Million
Q3 2021 Sep 10, 2024	BUY	$60.31 - $64.02 $1,990 - $2,112	33 Added 0.91%	3,661 $221 Million
Q2 2021 Sep 10, 2024	BUY	$61.55 - $64.56 $2,154 - $2,259	35 Added 0.97%	3,628 $227 Million
Q1 2021 Sep 10, 2024	SELL	$58.26 - $61.7 $22,313 - $23,631	-383 Reduced 9.63%	3,593 $219 Million
Q4 2020 Sep 10, 2024	SELL	$49.86 - $58.47 $66,413 - $77,882	-1,332 Reduced 25.09%	3,976 $231 Million
Q3 2020 Sep 10, 2024	BUY	$49.59 - $53.56 $2,231 - $2,410	45 Added 0.86%	5,308 $274 Million
Q2 2020 Sep 10, 2024	BUY	$41.38 - $52.51 $217,782 - $276,360	5,263 New	5,263 $260 Million

Others Institutions Holding JPIN

# of Institutions

100

Shares Held

4.2M

Call Options Held

Put Options Held

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About JP MORGAN DIVERSIFIED RETURN I

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Summit Wealth Partners, LLC Jp Morgan Diversified Return I Transaction History