United Capital Financial Advisers, LLC Jpmorgan Diversified Return Us Transaction History

United Capital Financial Advisers, LLC

$19.9 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 11, 2022	BUY	$89.02 - $106.83 $178 - $213	2 Added 0.03%	6,084 $557,000
Q1 2022 May 16, 2022	SELL	$97.56 - $106.35 $55,023 - $59,981	-564 Reduced 8.49%	6,082 $635,000
Q4 2021 Feb 14, 2022	SELL	$96.89 - $106.04 $90,979 - $99,571	-939 Reduced 12.38%	6,646 $705,000
Q3 2021 Nov 15, 2021	SELL	$94.94 - $101.67 $99,307 - $106,346	-1,046 Reduced 12.12%	7,585 $729,000
Q2 2021 Aug 13, 2021	SELL	$92.22 - $98.22 $101,257 - $107,845	-1,098 Reduced 11.29%	8,631 $835,000
Q1 2021 May 14, 2021	SELL	$82.76 - $91.73 $735,239 - $814,929	-8,884 Reduced 47.73%	9,729 $888,000
Q4 2020 Feb 17, 2021	SELL	$73.3 - $83.94 $340,405 - $389,817	-4,644 Reduced 19.97%	18,613 $1.56 Million
Q3 2020 Nov 13, 2020	SELL	$68.99 - $77.52 $727,982 - $817,991	-10,552 Reduced 31.21%	23,257 $1.72 Million
Q2 2020 Aug 13, 2020	SELL	$55.84 - $75.47 $579,563 - $783,303	-10,379 Reduced 23.49%	33,809 $2.35 Million
Q1 2020 May 15, 2020	SELL	$49.95 - $81.47 $1.6 Million - $2.61 Million	-32,044 Reduced 42.03%	44,188 $2.59 Million
Q4 2019 Feb 14, 2020	SELL	$73.54 - $80.24 $798,423 - $871,165	-10,857 Reduced 12.47%	76,232 $6.07 Million
Q3 2019 Nov 14, 2019	SELL	$75.53 - $76.66 $742,988 - $754,104	-9,837 Reduced 10.15%	87,089 $6.61 Million
Q2 2019 Aug 13, 2019	BUY	N/A	96,926 New	96,926 $7.26 Million

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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