Centerpoint Advisory Group J P Morgan Diversified Return Transaction History

Centerpoint Advisory Group

  • $115 Billion
  • Q2 2025

A detailed history of Centerpoint Advisory Group transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Centerpoint Advisory Group holds 5,866 shares of JPSE stock, worth $272,475. This represents 0.23% of its overall portfolio holdings.

Number of Shares
5,866
Previous 6,550 10.44%
Holding current value
$272,475
Previous $286 Million 6.54%
% of portfolio
0.23%
Previous 0.28%

Shares

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

Aug 06, 2025
SELL
$38.2 - $45.49 $26,128 - $31,115
-684 Reduced 10.44%
5,866 $267 Million
Q1 2025

Apr 22, 2025
SELL
$42.78 - $48.51 $3,294 - $3,735
-77 Reduced 1.16%
6,550 $286 Million
Q4 2024

Jan 30, 2025
BUY
$46.77 - $51.7 $309,944 - $342,615
6,627 New
6,627 $310 Million

Others Institutions Holding JPSE

# of Institutions
108
Shares Held
9.31M
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 Centerpoint Advisory Group Portfolio

Follow Centerpoint Advisory Group 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 Centerpoint Advisory Group, based on Form 13F filings with the SEC.

News

Stay updated on Centerpoint Advisory Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email