Atlas Capital Advisors LLC J P Morgan Usd Emerging Market Transaction History

Atlas Capital Advisors LLC

$788 Billion
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 16, 2022	SELL	$37.84 - $43.57 $74,204 - $85,440	-1,961 Closed	0 $0
Q4 2021 Feb 01, 2022	SELL	$47.36 - $49.34 $12,645 - $13,173	-267 Reduced 11.98%	1,961 $94.9 Million
Q3 2021 Oct 28, 2021	SELL	$48.87 - $50.27 $50,482 - $51,928	-1,033 Reduced 31.68%	2,228 $0
Q2 2021 Jul 30, 2021	BUY	$48.67 - $50.18 $158,712 - $163,636	3,261 New	3,261 $0
Q1 2021 May 10, 2021	SELL	$47.92 - $51.66 $138,153 - $148,935	-2,883 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$48.26 - $51.71 $139,133 - $149,079	2,883 New	2,883 $0
Q3 2020 Oct 23, 2020	SELL	$47.86 - $50.11 $353,493 - $370,112	-7,386 Closed	0 $0
Q2 2020 Jul 28, 2020	BUY	$42.39 - $48.24 $313,092 - $356,300	7,386 New	7,386 $0

Others Institutions Holding JPMB

# of Institutions

54

Shares Held

13.2M

Call Options Held

0

Put Options Held

0

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, FL

8.15M
Shares

$311 Million
9.94% of portfolio
Envestnet Asset Management Inc

1.08M
Shares

$41 Million
0.01% of portfolio
River Front Investment Group, LLC Richmond, VA

1.03M
Shares

$39.4 Million
0.92% of portfolio
Jpmorgan Chase & CO New York, NY

808K
Shares

$30.8 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

393K
Shares

$15 Million
0.01% of portfolio

About J P MORGAN USD EMERGING MARKET

Ticker JPMB
Sector ETFs
Industry ETFs

More about JPMB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atlas Capital Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atlas Capital Advisors LLC with notifications on news.