Core Cap Advisors, LLC Jpmorgan Tr. Diversified Retur Transaction History

Core Cap Advisors, LLC

$2.07 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 29, 2022	SELL	$87.14 - $95.75 $863,731 - $949,074	-9,912 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$88.09 - $95.51 $873,148 - $946,695	9,912 New	9,912 $946,000

Others Institutions Holding JPME

# of Institutions

92

Shares Held

3.06M

Call Options Held

0

Put Options Held

0

Cerity Partners LLC New York, NY

692K
Shares

$71.9 Million
0.16% of portfolio
High Tower Advisors, LLC Chicago, IL

293K
Shares

$30.4 Million
0.04% of portfolio
Morgan Stanley New York, NY

288K
Shares

$30 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

230K
Shares

$23.9 Million
0.01% of portfolio
Creative One Wealth, LLC Overland Park, KS

225K
Shares

$23.4 Million
0.86% of portfolio

About JPMORGAN TR. DIVERSIFIED RETUR

Ticker JPME
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