Foster Victor Wealth Advisors, LLC J P Morgan Diversified Return Transaction History

Foster Victor Wealth Advisors, LLC

$1.27 Billion
Q1 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 26, 2020	SELL	$26.25 - $30.34 $326,707 - $377,611	-12,446 Closed	0 $0
Q2 2020 Aug 03, 2020	SELL	$19.75 - $29.51 $10.1 Million - $15.1 Million	-510,736 Reduced 97.62%	12,446 $338,000
Q1 2020 Apr 29, 2020	BUY	$18.9 - $33.17 $1.53 Million - $2.68 Million	80,858 Added 18.28%	523,182 $11.7 Million
Q4 2019 Jan 13, 2020	SELL	$29.32 - $32.65 $283,905 - $316,149	-9,683 Reduced 2.14%	442,324 $14.3 Million
Q3 2019 Oct 11, 2019	BUY	$28.92 - $31.34 $617,557 - $669,234	21,354 Added 4.96%	452,007 $13.5 Million
Q2 2019 Jul 16, 2019	SELL	$28.95 - $31.75 $104,104 - $114,173	-3,596 Reduced 0.83%	430,653 $13.3 Million
Q1 2019 May 03, 2019	SELL	$26.52 - $31.23 $739,351 - $870,661	-27,879 Reduced 6.03%	434,249 $13.2 Million
Q4 2018 Mar 04, 2019	BUY	$25.38 - $32.29 $11.7 Million - $14.9 Million	462,128 New	462,128 $12.4 Million

Others Institutions Holding JPSE

# of Institutions

109

Shares Held

9.72M

Call Options Held

0

Put Options Held

0

Raymond James Financial Inc St. Petersburg, FL

1.4M
Shares

$56.7 Million
0.02% of portfolio
Koss Olinger Consulting, LLC

1.24M
Shares

$50.3 Million
5.08% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

781K
Shares

$31.7 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

615K
Shares

$25 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

564K
Shares

$22.9 Million
0.02% of portfolio

About J P MORGAN DIVERSIFIED RETURN

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