Jpmorgan Chase & CO Collaborative Invt Ser Tr Adap Transaction History

Jpmorgan Chase & CO

$1.14 Trillion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 14, 2023	BUY	$18.65 - $20.3 $54,029 - $58,809	2,897 New	2,897 $54,000

Others Institutions Holding RULE

# of Institutions

9

Shares Held

1.25M

Call Options Held

0

Put Options Held

0

Ae Wealth Management LLC

623K
Shares

$13.6 Million
0.15% of portfolio
Elevation Capital Advisory, LLC Bend, OR

285K
Shares

$6.23 Million
2.82% of portfolio
Authentikos Wealth Advisory, LLC Morgan Hill, CA

245K
Shares

$5.37 Million
5.17% of portfolio
Goldman Sachs Group Inc New York, NY

61.9K
Shares

$1.35 Million
0.0% of portfolio
Gts Securities LLC New York, NY

16.7K
Shares

$364,922
0.0% of portfolio

About COLLABORATIVE INVT SER TR ADAP

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