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

Capital Advisors Wealth Management, LLC

  • $556 Million
  • Q4 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 383,263 shares of JPSE stock, worth $18.3 Million. This represents 3.23% of its overall portfolio holdings.

Number of Shares
383,263
Previous 241,626 58.62%
Holding current value
$18.3 Million
Previous $11.6 Million 54.98%
% of portfolio
3.23%
Previous 2.16%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
98
Shares Held
7.94M
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
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