Aptus Capital Advisors, LLC J P Morgan Diversified Return Transaction History

Aptus Capital Advisors, LLC

  • $11.2 Billion
  • Q2 2025

A detailed history of Aptus Capital Advisors, LLC transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 417 shares of JPSE stock, worth $20,770. This represents 0.0% of its overall portfolio holdings.

Number of Shares
417
Previous 416 0.24%
Holding current value
$20,770
Previous $18,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$38.2 - $45.49 $38 - $45
1 Added 0.24%
417 $18,000
Q1 2025

May 13, 2025
BUY
$42.78 - $48.51 $299 - $339
7 Added 1.71%
416 $18,000
Q4 2024

Feb 14, 2025
BUY
$46.77 - $51.7 $140 - $155
3 Added 0.74%
409 $19,000
Q3 2024

Nov 05, 2024
BUY
$43.03 - $48.28 $43 - $48
1 Added 0.25%
406 $19,000
Q2 2024

Jul 31, 2024
SELL
$42.08 - $45.34 $13,928 - $15,007
-331 Reduced 44.97%
405 $17,000
Q1 2024

May 15, 2024
BUY
$41.74 - $45.2 $29,885 - $32,363
716 Added 3580.0%
736 $33,000
Q3 2023

Nov 08, 2023
BUY
$38.77 - $43.1 $775 - $862
20 New
20 $0

Others Institutions Holding JPSE

# of Institutions
108
Shares Held
9.19M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN DIVERSIFIED RETURN

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