Capital Analysts, LLC J P Morgan Diversified Return Transaction History

Capital Analysts, LLC

  • $2.45 Billion
  • Q3 2024

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Aug 05, 2021
SELL
$41.67 - $45.21 $22,751 - $24,684
-546 Closed
0 $0
Q1 2021

May 17, 2021
SELL
$35.88 - $44.5 $932 - $1,157
-26 Reduced 4.55%
546 $23,000
Q3 2020

Nov 12, 2020
SELL
$26.25 - $30.34 $3,727 - $4,308
-142 Reduced 19.89%
572 $16,000
Q2 2020

Aug 07, 2020
SELL
$19.75 - $29.51 $39 - $59
-2 Reduced 0.28%
714 $19,000
Q1 2020

May 08, 2020
SELL
$18.9 - $33.17 $4,082 - $7,164
-216 Reduced 23.18%
716 $15,000
Q3 2019

Nov 12, 2019
SELL
$28.92 - $31.34 $31,060 - $33,659
-1,074 Reduced 53.54%
932 $28,000
Q2 2019

Aug 13, 2019
BUY
$28.95 - $31.75 $21,307 - $23,368
736 Added 57.95%
2,006 $62,000
Q1 2019

May 13, 2019
BUY
$26.52 - $31.23 $2,519 - $2,966
95 Added 8.09%
1,270 $38,000
Q3 2018

Nov 07, 2018
BUY
$31.65 - $33.3 $3,259 - $3,429
103 Added 9.61%
1,175 $0
Q2 2018

Aug 03, 2018
BUY
$28.42 - $32.43 $21,542 - $24,581
758 Added 241.4%
1,072 $0
Q1 2018

May 14, 2018
BUY
$28.07 - $30.57 $8,813 - $9,598
314 New
314 $9,000

Others Institutions Holding JPSE

# of Institutions
98
Shares Held
8.06M
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 Analysts, LLC Portfolio

Follow Capital Analysts, 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 Analysts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Analysts, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email