Aspire Wealth Management Corp J P Morgan Diversified Return Transaction History

Aspire Wealth Management Corp

  • $174 Million
  • Q3 2024

A detailed history of Aspire Wealth Management Corp transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Aspire Wealth Management Corp holds 2,932 shares of JPSE stock, worth $147,245. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,932
Previous 3,136 6.51%
Holding current value
$147,245
Previous $136,000 2.94%
% of portfolio
0.08%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
SELL
$43.03 - $48.28 $8,778 - $9,849
-204 Reduced 6.51%
2,932 $140,000
Q1 2024

Apr 29, 2024
SELL
$41.74 - $45.2 $2,504 - $2,712
-60 Reduced 1.88%
3,136 $141,000
Q4 2023

Jan 22, 2024
BUY
$36.92 - $44.74 $5,390 - $6,532
146 Added 4.79%
3,196 $140,000
Q3 2023

Oct 30, 2023
BUY
$38.77 - $43.1 $33,109 - $36,807
854 Added 38.89%
3,050 $119,000
Q2 2023

Jul 27, 2023
BUY
$37.79 - $40.96 $82,986 - $89,948
2,196 New
2,196 $89,000

Others Institutions Holding JPSE

# of Institutions
108
Shares Held
9.23M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN DIVERSIFIED RETURN

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