Foster Victor Wealth Advisors, LLC Jpmorgan Tr. Diversified Retur Transaction History

Foster Victor Wealth Advisors, LLC

$1.22 Billion
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 26, 2020	SELL	$59.62 - $67.11 $437,551 - $492,520	-7,339 Closed	0 $0
Q2 2020 Aug 03, 2020	SELL	$47.01 - $66.06 $13.3 Million - $18.8 Million	-283,966 Reduced 97.48%	7,339 $443,000
Q1 2020 Apr 29, 2020	BUY	$42.43 - $71.93 $848,430 - $1.44 Million	19,996 Added 7.37%	291,305 $15.3 Million
Q4 2019 Jan 13, 2020	SELL	$64.46 - $70.9 $377,735 - $415,474	-5,860 Reduced 2.11%	271,309 $19.1 Million
Q3 2019 Oct 11, 2019	BUY	$63.41 - $67.86 $656,610 - $702,690	10,355 Added 3.88%	277,169 $18.2 Million
Q2 2019 Jul 16, 2019	SELL	$62.56 - $66.91 $420,841 - $450,103	-6,727 Reduced 2.46%	266,814 $17.8 Million
Q1 2019 May 03, 2019	SELL	$56.23 - $65.37 $1.23 Million - $1.43 Million	-21,821 Reduced 7.39%	273,541 $17.8 Million
Q4 2018 Mar 04, 2019	BUY	$54.16 - $67.11 $16 Million - $19.8 Million	295,362 New	295,362 $16.9 Million

Others Institutions Holding JPME

# of Institutions

96

Shares Held

3.03M

Call Options Held

0

Put Options Held

0

Cerity Partners LLC New York, NY

688K
Shares

$69.4 Million
0.15% of portfolio
High Tower Advisors, LLC Chicago, IL

293K
Shares

$29.5 Million
0.04% of portfolio
Morgan Stanley New York, NY

281K
Shares

$28.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

230K
Shares

$23.2 Million
0.01% of portfolio
Creative One Wealth, LLC Overland Park, KS

226K
Shares

$22.8 Million
0.77% of portfolio

About JPMORGAN TR. DIVERSIFIED RETUR

Ticker JPME
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