Cetera Investment Advisers J P Morgan Diversified Return Transaction History

Cetera Investment Advisers

$55.9 Billion
Q2 2025

A detailed history of Cetera Investment Advisers transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Cetera Investment Advisers holds 51,050 shares of JPSE stock, worth $2.54 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

51,050

Previous 47,377 7.75%

Holding current value

$2.54 Million

Previous $2.07 Million 12.45%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$38.2 - $45.49 $140,308 - $167,084	3,673 Added 7.75%	51,050 $2.32 Million
Q1 2025 May 06, 2025	BUY	$42.78 - $48.51 $99,805 - $113,173	2,333 Added 5.18%	47,377 $2.07 Million
Q4 2024 Feb 13, 2025	SELL	$46.77 - $51.7 $64,495 - $71,294	-1,379 Reduced 2.97%	45,044 $2.11 Million
Q3 2024 Nov 13, 2024	BUY	$43.03 - $48.28 $462,271 - $518,672	10,743 Added 30.11%	46,423 $2.23 Million
Q2 2024 Aug 22, 2024	BUY	$42.08 - $45.34 $247,598 - $266,780	5,884 Added 19.75%	35,680 $1.56 Million
Q1 2024 May 24, 2024	BUY	$41.74 - $45.2 $1.24 Million - $1.35 Million	29,796 New	29,796 $1.35 Million
Q1 2022 May 13, 2022	SELL	$40.95 - $46.65 $198,730 - $226,392	-4,853 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$43.52 - $47.96 $90,173 - $99,373	-2,072 Reduced 29.92%	4,853 $223,000
Q3 2021 Nov 16, 2021	SELL	$41.37 - $44.89 $22,960 - $24,913	-555 Reduced 7.42%	6,925 $299,000
Q2 2021 Aug 13, 2021	SELL	$41.67 - $45.21 $16,501 - $17,903	-396 Reduced 5.03%	7,480 $332,000
Q1 2021 May 17, 2021	SELL	$35.88 - $44.5 $35,700 - $44,277	-995 Reduced 11.22%	7,876 $333,000
Q4 2020 Feb 17, 2021	BUY	$28.78 - $36.3 $255,307 - $322,017	8,871 New	8,871 $320,000

Others Institutions Holding JPSE

# of Institutions

108

Shares Held

9.24M

Call Options Held

Put Options Held

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About J P MORGAN DIVERSIFIED RETURN

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Cetera Investment Advisers J P Morgan Diversified Return Transaction History