Empirical Asset Management, LLC Jpmorgan Tr. Diversified Retur Transaction History

Empirical Asset Management, LLC

$791 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 09, 2024	SELL	$92.68 - $98.71 $375,261 - $399,676	-4,049 Reduced 35.13%	7,478 $711,000
Q1 2024 May 10, 2024	SELL	$89.62 - $99.14 $66,766 - $73,859	-745 Reduced 6.07%	11,527 $1.14 Million
Q4 2023 Jan 12, 2024	SELL	$79.3 - $92.33 $14,829 - $17,265	-187 Reduced 1.5%	12,272 $1.13 Million
Q3 2023 Nov 01, 2023	SELL	$83.14 - $91.18 $11,805 - $12,947	-142 Reduced 1.13%	12,459 $1.04 Million
Q2 2023 Aug 01, 2023	BUY	$82.21 - $88.3 $44,804 - $48,123	545 Added 4.52%	12,601 $1.11 Million
Q1 2023 Apr 18, 2023	BUY	$81.5 - $91.5 $538,063 - $604,083	6,602 Added 121.05%	12,056 $1.03 Million
Q4 2022 Jan 31, 2023	BUY	$77.11 - $88.88 $62,304 - $71,815	808 Added 17.39%	5,454 $459,000
Q3 2022 Oct 19, 2022	BUY	$76.41 - $91.43 $141,664 - $169,511	1,854 Added 66.4%	4,646 $355,000
Q2 2022 Jul 18, 2022	BUY	$78.92 - $95.02 $220,344 - $265,295	2,792 New	2,792 $225,000

Others Institutions Holding JPME

# of Institutions

87

Shares Held

3.05M

Call Options Held

0

Put Options Held

0

Cerity Partners LLC New York, NY

692K
Shares

$70.4 Million
0.16% of portfolio
High Tower Advisors, LLC Chicago, IL

292K
Shares

$29.7 Million
0.04% of portfolio
Morgan Stanley New York, NY

288K
Shares

$29.3 Million
0.0% of portfolio
Creative One Wealth, LLC Overland Park, KS

225K
Shares

$22.9 Million
0.86% of portfolio
Lpl Financial LLC Fort Mill, SC

215K
Shares

$21.9 Million
0.01% of portfolio

About JPMORGAN TR. DIVERSIFIED RETUR

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