Capital Advisors Wealth Management, LLC J P Morgan Diversified Return Transaction History

Capital Advisors Wealth Management, LLC

$681 Million
Q3 2025

A detailed history of Capital Advisors Wealth Management, LLC transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 95,367 shares of JPSE stock, worth $4.67 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

95,367

Previous 90,974 4.83%

Holding current value

$4.67 Million

Previous $4.14 Million 14.79%

% of portfolio

0.7%

Previous 0.66%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$45.04 - $50.93 $197,860 - $223,735	4,393 Added 4.83%	95,367 $4.75 Million
Q2 2025 Aug 13, 2025	SELL	$38.2 - $45.49 $13.7 Million - $16.3 Million	-358,098 Reduced 79.74%	90,974 $4.14 Million
Q1 2025 Apr 24, 2025	BUY	$42.78 - $48.51 $2.82 Million - $3.19 Million	65,809 Added 17.17%	449,072 $19.6 Million
Q4 2024 Jan 14, 2025	BUY	$46.77 - $51.7 $6.62 Million - $7.32 Million	141,637 Added 58.62%	383,263 $18 Million
Q3 2024 Oct 15, 2024	BUY	$43.03 - $48.28 $79,519 - $89,221	1,848 Added 0.77%	241,626 $11.6 Million

Q2 2024 Jul 16, 2024	SELL	$42.08 - $45.34 $7.73 Million - $8.33 Million	-183,787 Reduced 43.39%	239,778 $10.5 Million
Q1 2024 Apr 12, 2024	SELL	$41.74 - $45.2 $5.07 Million - $5.49 Million	-121,391 Reduced 22.28%	423,565 $19.1 Million
Q4 2023 Jan 08, 2024	BUY	$36.92 - $44.74 $1.47 Million - $1.79 Million	39,901 Added 7.9%	544,956 $24 Million
Q3 2023 Oct 10, 2023	BUY	$38.77 - $43.1 $1.52 Million - $1.69 Million	39,317 Added 8.44%	505,055 $19.8 Million
Q2 2023 Jul 11, 2023	BUY	$37.79 - $40.96 $7.35 Million - $7.97 Million	194,622 Added 71.79%	465,738 $19.1 Million
Q1 2023 Apr 14, 2023	BUY	$37.92 - $43.54 $2.8 Million - $3.21 Million	73,802 Added 37.4%	271,116 $10.8 Million
Q4 2022 Feb 09, 2023	BUY	$36.1 - $41.8 $1.7 Million - $1.96 Million	46,989 Added 31.26%	197,314 $7.64 Million
Q3 2022 Nov 14, 2022	BUY	$35.2 - $43.26 $5.29 Million - $6.5 Million	150,325 New	150,325 $5.32 Million

Others Institutions Holding JPSE

# of Institutions

109

Shares Held

9.05M

Call Options Held

Put Options Held

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About J P MORGAN DIVERSIFIED RETURN

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Capital Advisors Wealth Management, LLC J P Morgan Diversified Return Transaction History