A detailed history of Apollon Wealth Management, LLC transactions in Jpmorgan Diversified Return Us stock. As of the latest transaction made, Apollon Wealth Management, LLC holds 36,318 shares of JPUS stock, worth $4.33 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
36,318
Previous 32,238 12.66%
Holding current value
$4.33 Million
Previous $3.61 Million 9.83%
% of portfolio
0.12%
Previous 0.11%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

BUY
$105.76 - $111.62 $431,500 - $455,409
4,080 Added 12.66%
36,318 $3.97 Million
Q1 2024

May 02, 2024

BUY
$101.27 - $112.0 $70,483 - $77,952
696 Added 2.21%
32,238 $3.61 Million
Q4 2023

Feb 06, 2024

SELL
$89.72 - $103.13 $8,074 - $9,281
-90 Reduced 0.28%
31,542 $3.24 Million
Q3 2023

Nov 14, 2023

BUY
$93.76 - $100.98 $44,723 - $48,167
477 Added 1.53%
31,632 $2.97 Million
Q2 2023

Aug 04, 2023

SELL
$91.99 - $97.77 $2.81 Million - $2.98 Million
-30,513 Reduced 49.48%
31,155 $3.05 Million
Q1 2023

May 15, 2023

BUY
$91.13 - $100.92 $369,714 - $409,432
4,057 Added 7.04%
61,668 $5.9 Million
Q4 2022

Feb 15, 2023

BUY
$86.35 - $99.6 $4.97 Million - $5.74 Million
57,611 New
57,611 $5.46 Million

Others Institutions Holding JPUS

About JPMORGAN DIVERSIFIED RETURN US


  • Ticker JPUS
  • Sector ETFs
  • Industry ETFs
More about JPUS
Track This Portfolio

Track Apollon Wealth Management, LLC Portfolio

Follow Apollon Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Apollon Wealth Management, LLC with notifications on news.