Essex Financial Services, Inc. Jpmorgan Diversified Return Us Transaction History

Essex Financial Services, Inc.

$2.07 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 01, 2022	SELL	$89.02 - $106.83 $5,252 - $6,302	-59 Reduced 2.38%	2,424 $222,000
Q1 2022 Apr 21, 2022	SELL	$97.56 - $106.35 $487 - $531	-5 Reduced 0.2%	2,483 $259,000
Q4 2021 Feb 11, 2022	SELL	$96.89 - $106.04 $102,703 - $112,402	-1,060 Reduced 29.88%	2,488 $264,000
Q3 2021 Nov 10, 2021	BUY	$94.94 - $101.67 $474 - $508	5 Added 0.14%	3,548 $341,000
Q1 2021 May 11, 2021	BUY	$82.76 - $91.73 $165 - $183	2 Added 0.06%	3,543 $324,000
Q4 2020 Feb 05, 2021	SELL	$73.3 - $83.94 $11,874 - $13,598	-162 Reduced 4.37%	3,541 $296,000
Q3 2020 Nov 10, 2020	SELL	$68.99 - $77.52 $6,692 - $7,519	-97 Reduced 2.55%	3,703 $274,000
Q2 2020 Aug 06, 2020	SELL	$55.84 - $75.47 $15,188 - $20,527	-272 Reduced 6.68%	3,800 $264,000
Q1 2020 May 15, 2020	BUY	$49.95 - $81.47 $36,513 - $59,554	731 Added 21.88%	4,072 $239,000
Q4 2019 Jan 30, 2020	BUY	$73.54 - $80.24 $12,722 - $13,881	173 Added 5.46%	3,341 $266,000
Q3 2019 Nov 04, 2019	BUY	$75.53 - $76.66 $239,279 - $242,858	3,168 New	3,168 $241,000

Others Institutions Holding JPUS

# of Institutions

88

Shares Held

2.98M

Call Options Held

0

Put Options Held

0

About JPMORGAN DIVERSIFIED RETURN US

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