Wells Fargo & Company J P Morgan Diversified Return Transaction History

Wells Fargo & Company

$434 Billion
Q3 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 13, 2024	SELL	$43.03 - $48.28 $43 - $48	-1 Closed	0 $0
Q1 2024 May 10, 2024	SELL	$41.74 - $45.2 $140,914 - $152,595	-3,376 Reduced 99.97%	1 $0
Q4 2023 Feb 09, 2024	SELL	$36.92 - $44.74 $157,242 - $190,547	-4,259 Reduced 55.78%	3,377 $148,000
Q3 2023 Nov 13, 2023	BUY	$38.77 - $43.1 $168,261 - $187,054	4,340 Added 131.67%	7,636 $300,000
Q2 2023 Aug 15, 2023	BUY	$37.79 - $40.96 $124,555 - $135,004	3,296 New	3,296 $135,000
Q1 2023 May 12, 2023	BUY	$37.92 - $43.54 $0 - $0	0 New	0 $0
Q4 2022 Feb 13, 2023	SELL	$36.1 - $41.8 $36 - $41	-1 Closed	0 $0
Q3 2022 Nov 14, 2022	BUY	$35.2 - $43.26 $35 - $43	1 New	1 $0
Q2 2022 Aug 12, 2022	BUY	$36.34 - $44.25 $0 - $0	0 New	0 $0
Q1 2022 May 16, 2022	SELL	$40.95 - $46.65 $40 - $46	-1 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$43.52 - $47.96 $43 - $47	1 New	1 $0
Q3 2021 Nov 15, 2021	SELL	$41.37 - $44.89 $41 - $44	-1 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$35.88 - $44.5 $35 - $44	1 New	1 $0
Q4 2020 Feb 09, 2021	SELL	$28.78 - $36.3 $28 - $36	-1 Closed	0 $0
Q2 2020 Aug 13, 2020	SELL	$19.75 - $29.51 $4,127 - $6,167	-209 Reduced 99.52%	1 $0
Q1 2020 May 14, 2020	BUY	$18.9 - $33.17 $3,968 - $6,965	210 New	210 $5,000

Others Institutions Holding JPSE

# of Institutions

98

Shares Held

8.06M

Call Options Held

0

Put Options Held

0

Koss Olinger Consulting, LLC

1.21M
Shares

$57.4 Million
5.09% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

781K
Shares

$37 Million
0.05% of portfolio
Raymond James & Associates St Petersburg, FL

564K
Shares

$26.7 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

553K
Shares

$26.2 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

485K
Shares

$23 Million
0.0% of portfolio

About J P MORGAN DIVERSIFIED RETURN

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