Appleton Partners Inc J P Morgan Diversified Return Transaction History

Appleton Partners Inc

  • $1.49 Billion
  • Q3 2025

A detailed history of Appleton Partners Inc transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Appleton Partners Inc holds 185,256 shares of JPSE stock, worth $9.08 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
185,256
Previous 182,143 1.71%
Holding current value
$9.08 Million
Previous $8.29 Million 11.38%
% of portfolio
0.62%
Previous 0.59%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
BUY
$45.04 - $50.93 $140,209 - $158,545
3,113 Added 1.71%
185,256 $9.23 Million
Q2 2025

Jul 22, 2025
SELL
$38.2 - $45.49 $5,730 - $6,823
-150 Reduced 0.08%
182,143 $8.29 Million
Q1 2025

Apr 22, 2025
BUY
$42.78 - $48.51 $228,830 - $259,479
5,349 Added 3.02%
182,293 $7.95 Million
Q4 2024

Jan 28, 2025
SELL
$46.77 - $51.7 $35,404 - $39,136
-757 Reduced 0.43%
176,944 $8.28 Million
Q3 2024

Oct 01, 2024
BUY
$43.03 - $48.28 $36,231 - $40,651
842 Added 0.48%
177,701 $8.54 Million
Q2 2024

Jul 02, 2024
BUY
$42.08 - $45.34 $154,012 - $165,944
3,660 Added 2.11%
176,859 $7.71 Million
Q1 2024

Apr 01, 2024
BUY
$41.74 - $45.2 $49,795 - $53,923
1,193 Added 0.69%
173,199 $7.83 Million
Q4 2023

Jan 02, 2024
BUY
$36.92 - $44.74 $66,271 - $80,308
1,795 Added 1.05%
172,006 $7.58 Million
Q3 2023

Oct 03, 2023
BUY
$38.77 - $43.1 $58,930 - $65,512
1,520 Added 0.9%
170,211 $6.69 Million
Q2 2023

Jul 10, 2023
BUY
$37.79 - $40.96 $90,280 - $97,853
2,389 Added 1.44%
168,691 $6.91 Million
Q1 2023

Apr 10, 2023
SELL
$37.92 - $43.54 $30,184 - $34,657
-796 Reduced 0.48%
166,302 $6.63 Million
Q4 2022

Jan 19, 2023
SELL
$36.1 - $41.8 $102,307 - $118,461
-2,834 Reduced 1.67%
167,098 $6.47 Million
Q3 2022

Oct 27, 2022
BUY
$35.2 - $43.26 $112,569 - $138,345
3,198 Added 1.92%
169,932 $6.01 Million
Q2 2022

Jul 08, 2022
BUY
$36.34 - $44.25 $150,774 - $183,593
4,149 Added 2.55%
166,734 $6.24 Million
Q1 2022

Apr 05, 2022
BUY
$40.95 - $46.65 $266,625 - $303,738
6,511 Added 4.17%
162,585 $7.12 Million
Q4 2021

Feb 03, 2022
BUY
$43.52 - $47.96 $384,542 - $423,774
8,836 Added 6.0%
156,074 $7.18 Million
Q3 2021

Oct 14, 2021
BUY
$41.37 - $44.89 $401,247 - $435,388
9,699 Added 7.05%
147,238 $6.37 Million
Q2 2021

Jul 07, 2021
BUY
$41.67 - $45.21 $329,818 - $357,837
7,915 Added 6.11%
137,539 $6.11 Million
Q1 2021

Apr 19, 2021
BUY
$35.88 - $44.5 $333,504 - $413,627
9,295 Added 7.72%
129,624 $5.48 Million
Q4 2020

Jan 19, 2021
BUY
$28.78 - $36.3 $161,110 - $203,207
5,598 Added 4.88%
120,329 $4.33 Million
Q3 2020

Oct 14, 2020
SELL
$26.25 - $30.34 $177,528 - $205,189
-6,763 Reduced 5.57%
114,731 $3.26 Million
Q2 2020

Aug 14, 2020
SELL
$19.75 - $29.51 $22,712 - $33,936
-1,150 Reduced 0.94%
121,494 $3.3 Million
Q1 2020

May 04, 2020
SELL
$18.9 - $33.17 $163,768 - $287,418
-8,665 Reduced 6.6%
122,644 $2.64 Million
Q4 2019

Jan 13, 2020
BUY
$29.32 - $32.65 $56,910 - $63,373
1,941 Added 1.5%
131,309 $4.28 Million
Q3 2019

Nov 04, 2019
BUY
$28.92 - $31.34 $164,844 - $178,638
5,700 Added 4.61%
129,368 $3.92 Million
Q2 2019

Jul 25, 2019
BUY
$28.95 - $31.75 $347,255 - $380,841
11,995 Added 10.74%
123,668 $3.82 Million
Q1 2019

Apr 17, 2019
BUY
$26.52 - $31.23 $314,262 - $370,075
11,850 Added 11.87%
111,673 $3.39 Million
Q4 2018

Jan 17, 2019
BUY
$25.38 - $32.29 $120,351 - $153,119
4,742 Added 4.99%
99,823 $2.68 Million
Q3 2018

Oct 09, 2018
BUY
$31.65 - $33.3 $183,570 - $193,139
5,800 Added 6.5%
95,081 $3.1 Million
Q2 2018

Aug 08, 2018
BUY
$28.42 - $32.43 $666,022 - $759,997
23,435 Added 35.59%
89,281 $2.81 Million
Q1 2018

Apr 11, 2018
BUY
$28.07 - $30.57 $1.22 Million - $1.33 Million
43,422 Added 193.64%
65,846 $1.92 Million
Q4 2017

Jan 12, 2018
BUY
$28.48 - $30.03 $638,635 - $673,392
22,424
22,424 $666,000

Others Institutions Holding JPSE

# of Institutions
108
Shares Held
9.05M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN DIVERSIFIED RETURN

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