Lincoln National Corp Jpmorgan Diversified Return Us Transaction History

Lincoln National Corp

$3.49 Billion
Q3 2025

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 05, 2021	SELL	$73.3 - $83.94 $336,520 - $385,368	-4,591 Closed	0 $0
Q3 2020 Nov 09, 2020	SELL	$68.99 - $77.52 $344,743 - $387,367	-4,997 Reduced 52.12%	4,591 $340,000
Q2 2020 Jul 31, 2020	SELL	$55.84 - $75.47 $606,254 - $819,377	-10,857 Reduced 53.1%	9,588 $665,000
Q1 2020 Apr 24, 2020	SELL	$49.95 - $81.47 $1.1 Million - $1.8 Million	-22,119 Reduced 51.97%	20,445 $1.2 Million
Q4 2019 Feb 07, 2020	SELL	$73.54 - $80.24 $4.75 Million - $5.19 Million	-64,623 Reduced 60.29%	42,564 $3.39 Million

Q3 2019 Nov 06, 2019	BUY	$75.53 - $76.66 $981,965 - $996,656	13,001 Added 13.8%	107,187 $8.14 Million
Q2 2019 Aug 06, 2019	BUY	N/A	7,841 Added 9.08%	94,186 $7.05 Million
Q1 2019 May 15, 2019	BUY	N/A	22,712 Added 35.69%	86,345 $6.32 Million
Q4 2018 Feb 08, 2019	BUY	N/A	1,683 Added 2.72%	63,633 $4.13 Million
Q3 2018 Nov 06, 2018	SELL	N/A	-4,215 Reduced 6.37%	61,950 $4.62 Million
Q2 2018 Aug 08, 2018	BUY	N/A	5,396 Added 8.88%	66,165 $4.7 Million
Q1 2018 May 09, 2018	SELL	N/A	-43,715 Reduced 41.84%	60,769 $4.24 Million
Q4 2017 Feb 13, 2018	BUY	N/A	69,164 Added 195.82%	104,484 $7.37 Million
Q3 2017 Oct 31, 2017	BUY	N/A	35,320	35,320 $2.38 Million

Others Institutions Holding JPUS

# of Institutions

93

Shares Held

2.39M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

274K
Shares

$33.6 Million
0.0% of portfolio
Modera Wealth Management, LLC

265K
Shares

$32.4 Million
0.39% of portfolio
St Germain D J CO Inc Springfield, MA

249K
Shares

$30.5 Million
1.29% of portfolio
Captrust Financial Advisors Raleigh, NC

220K
Shares

$27 Million
0.06% of portfolio
Quantitative Advantage, LLC Minnetonka, MN

198K
Shares

$24.2 Million
2.74% of portfolio

About JPMORGAN DIVERSIFIED RETURN US

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