Atria Investments LLC J P Morgan Diversified Return Transaction History

Atria Investments LLC

  • $7.56 Billion
  • Q3 2024

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2021

May 11, 2021
SELL
$35.88 - $44.5 $1.76 Million - $2.18 Million
-49,070 Closed
0 $0
Q4 2020

Feb 12, 2021
SELL
$28.78 - $36.3 $378,917 - $477,925
-13,166 Reduced 21.15%
49,070 $1.77 Million
Q3 2020

Nov 05, 2020
BUY
$26.25 - $30.34 $201,888 - $233,344
7,691 Added 14.1%
62,236 $1.77 Million
Q2 2020

Sep 22, 2020
BUY
$19.75 - $29.51 $341,378 - $510,080
17,285 Added 46.39%
54,545 $1.48 Million
Q1 2020

May 15, 2020
SELL
$18.9 - $33.17 $70,137 - $123,093
-3,711 Reduced 9.06%
37,260 $803,000
Q4 2019

Feb 11, 2020
BUY
$29.32 - $32.65 $596,574 - $664,329
20,347 Added 98.66%
40,971 $1.33 Million
Q3 2019

Nov 14, 2019
BUY
$28.92 - $31.34 $152,090 - $164,817
5,259 Added 34.23%
20,624 $625,000
Q2 2019

Aug 26, 2019
SELL
$28.95 - $31.75 $430,225 - $471,836
-14,861 Reduced 49.17%
15,365 $451,000
Q2 2019

Aug 09, 2019
BUY
$28.95 - $31.75 $875,042 - $959,675
30,226 New
30,226 $317,000

Others Institutions Holding JPSE

# of Institutions
98
Shares Held
8.06M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN DIVERSIFIED RETURN

JPSE Quotes by TradingView
  • Ticker JPSE
  • Sector ETFs
  • Industry ETFs
More about JPSE
Track This Portfolio

Track Atria Investments LLC Portfolio

Follow Atria Investments 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 Atria Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atria Investments LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email