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

Capital Advisors Wealth Management, LLC

  • $481 Million
  • Q1 2024

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 423,565 shares of JPSE stock, worth $18.5 Million. This represents 3.98% of its overall portfolio holdings.

Number of Shares
423,565
Previous 544,956 22.28%
Holding current value
$18.5 Million
Previous $24 Million 20.26%
% of portfolio
3.98%
Previous 5.45%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$38.15 - $41.8 $1.79 Million - $1.96 Million
46,989 Added 31.26%
197,314 $7.64 Million
Q3 2022

Nov 14, 2022
BUY
$35.79 - $43.26 $5.38 Million - $6.5 Million
150,325 New
150,325 $5.32 Million

Others Institutions Holding JPSE

# of Institutions
92
Shares Held
6.88M
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 Capital Advisors Wealth Management, LLC Portfolio

Follow Capital Advisors Wealth Management, 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 Capital Advisors Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Advisors Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email