Atria Wealth Solutions, Inc. J P Morgan Diversified Return Transaction History

Atria Wealth Solutions, Inc.

  • $4.15 Billion
  • Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 5,133 shares of JPSE stock, worth $238,119. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,133
Previous 22,400 77.08%
Holding current value
$238,119
Previous $976,000 76.13%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 25, 2025
SELL
$38.2 - $45.49 $659,599 - $785,475
-17,267 Reduced 77.08%
5,133 $233,000
Q1 2025

May 09, 2025
BUY
$42.78 - $48.51 $45,004 - $51,032
1,052 Added 4.93%
22,400 $976,000
Q4 2024

Jan 31, 2025
BUY
$46.77 - $51.7 $32,972 - $36,448
705 Added 3.42%
21,348 $1 Million
Q3 2024

Nov 08, 2024
SELL
$43.03 - $48.28 $516 - $579
-12 Reduced 0.06%
20,643 $991,000
Q2 2024

Jul 22, 2024
BUY
$42.08 - $45.34 $63,751 - $68,690
1,515 Added 7.92%
20,655 $900,000
Q1 2024

May 13, 2024
BUY
$41.74 - $45.2 $18,866 - $20,430
452 Added 2.42%
19,140 $865,000
Q4 2023

Feb 02, 2024
SELL
$36.92 - $44.74 $52,204 - $63,262
-1,414 Reduced 7.03%
18,688 $823,000
Q3 2023

Nov 08, 2023
BUY
$38.77 - $43.1 $19,540 - $21,722
504 Added 2.57%
20,102 $789,000
Q2 2023

Aug 03, 2023
BUY
$37.79 - $40.96 $227,193 - $246,251
6,012 Added 44.25%
19,598 $802,000
Q1 2023

Aug 22, 2023
BUY
$37.92 - $43.54 $31,966 - $36,704
843 Added 4.3%
20,441 $814,000
Q1 2023

Jun 14, 2023
SELL
$37.92 - $43.54 $259,941 - $298,466
-6,855 Reduced 33.54%
13,586 $541,000
Q1 2023

May 10, 2023
BUY
$37.92 - $43.54 $259,941 - $298,466
6,855 Added 50.46%
20,441 $814,000
Q4 2022

Aug 30, 2023
SELL
$36.1 - $41.8 $217,033 - $251,301
-6,012 Reduced 30.68%
13,586 $526,000
Q4 2022

Feb 13, 2023
BUY
$36.1 - $41.8 $324 - $376
9 Added 0.07%
13,586 $526,000
Q3 2022

Nov 14, 2022
SELL
$35.2 - $43.26 $12,179 - $14,967
-346 Reduced 2.49%
13,577 $480,000
Q2 2022

Aug 15, 2022
BUY
$36.34 - $44.25 $305,873 - $372,452
8,417 Added 152.87%
13,923 $521,000
Q1 2022

May 16, 2022
BUY
$40.95 - $46.65 $225,470 - $256,854
5,506 New
5,506 $241,000

Others Institutions Holding JPSE

# of Institutions
113
Shares Held
10M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN DIVERSIFIED RETURN

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