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

About J P MORGAN DIVERSIFIED RETURN


  • 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.