Rfg Advisory, LLC J P Morgan Diversified Return Transaction History

Rfg Advisory, LLC

$3.42 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	SELL	$36.1 - $41.8 $2,743 - $3,176	-76 Reduced 0.59%	12,744 $493,000
Q3 2022 Nov 10, 2022	BUY	$35.2 - $43.26 $451,264 - $554,593	12,820 New	12,820 $509,000

Others Institutions Holding JPSE

# of Institutions

100

Shares Held

7.94M

Call Options Held

0

Put Options Held

0

Koss Olinger Consulting, LLC

1.21M
Shares

$57.1 Million
5.09% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

781K
Shares

$36.8 Million
0.05% of portfolio
Raymond James & Associates St Petersburg, FL

564K
Shares

$26.6 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

553K
Shares

$26.1 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

485K
Shares

$22.9 Million
0.0% of portfolio

About J P MORGAN DIVERSIFIED RETURN

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