Wbi Investments, Inc. Jpmorgan Diversified Return Us Transaction History

Wbi Investments, Inc.

$378 Million
Q4 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 09, 2024	SELL	$89.72 - $103.13 $27,902 - $32,073	-311 Reduced 11.23%	2,458 $252,000
Q3 2023 Nov 09, 2023	SELL	$93.76 - $100.98 $6,375 - $6,866	-68 Reduced 2.4%	2,769 $260,000
Q2 2023 Aug 07, 2023	BUY	$91.99 - $97.77 $40,383 - $42,921	439 Added 18.31%	2,837 $277,000
Q1 2023 May 15, 2023	BUY	$91.13 - $100.92 $218,529 - $242,006	2,398 New	2,398 $229,000
Q2 2022 Jul 25, 2022	SELL	$89.02 - $106.83 $335,961 - $403,176	-3,774 Closed	0 $0
Q1 2022 May 02, 2022	SELL	$97.56 - $106.35 $31,219 - $34,032	-320 Reduced 7.82%	3,774 $389,000
Q4 2021 Jan 28, 2022	SELL	$96.89 - $106.04 $59,974 - $65,638	-619 Reduced 13.13%	4,094 $426,000
Q3 2021 Nov 09, 2021	BUY	$94.94 - $101.67 $11,107 - $11,895	117 Added 2.55%	4,713 $447,000
Q2 2021 Aug 13, 2021	BUY	$92.22 - $98.22 $422,736 - $450,240	4,584 Added 38200.0%	4,596 $445,000
Q2 2021 Aug 09, 2021	BUY	$92.22 - $98.22 $1,106 - $1,178	12 New	12 $445,000
Q4 2020 Feb 04, 2021	SELL	$73.3 - $83.94 $300,969 - $344,657	-4,106 Closed	0 $0
Q3 2020 Nov 06, 2020	BUY	$68.99 - $77.52 $283,272 - $318,297	4,106 New	4,106 $304,000

Others Institutions Holding JPUS

# of Institutions

90

Shares Held

3.11M

Call Options Held

0

Put Options Held

0

About JPMORGAN DIVERSIFIED RETURN US

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