Goldstein Advisors, LLC J P Morgan Diversified Return Transaction History

Goldstein Advisors, LLC

$658 Billion
Q3 2024

A detailed history of Goldstein Advisors, LLC transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Goldstein Advisors, LLC holds 220,057 shares of JPSE stock, worth $10.8 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares

220,057

Previous 204,629 7.54%

Holding current value

$10.8 Million

Previous $8.92 Billion 18.47%

% of portfolio

1.61%

Previous 1.49%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$43.03 - $48.28 $663,866 - $744,863	15,428 Added 7.54%	220,057 $10.6 Billion
Q2 2024 Jul 24, 2024	BUY	$42.08 - $45.34 $551,584 - $594,316	13,108 Added 6.84%	204,629 $8.92 Billion
Q1 2024 May 13, 2024	BUY	$41.74 - $45.2 $1 Million - $1.08 Million	23,977 Added 14.31%	191,521 $8.66 Billion
Q3 2023 Oct 18, 2023	BUY	$38.77 - $43.1 $150,660 - $167,486	3,886 Added 2.37%	167,544 $6.58 Billion
Q2 2023 Jul 21, 2023	SELL	$37.79 - $40.96 $45,310 - $49,111	-1,199 Reduced 0.73%	163,658 $6.7 Billion
Q1 2023 May 09, 2023	SELL	$37.92 - $43.54 $5.68 Million - $6.52 Million	-149,734 Reduced 47.6%	164,857 $6.57 Billion
Q4 2022 Feb 03, 2023	BUY	$36.1 - $41.8 $11.4 Million - $13.1 Million	314,591 New	314,591 $12.2 Billion

Others Institutions Holding JPSE

# of Institutions

Shares Held

8.06M

Call Options Held

Put Options Held

View Full List

About J P MORGAN DIVERSIFIED RETURN

Ticker JPSE
Sector ETFs
Industry ETFs

More about JPSE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Goldstein Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goldstein Advisors, LLC with notifications on news.

Account

Goldstein Advisors, LLC J P Morgan Diversified Return Transaction History