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 46,423 shares of JPSE stock, worth $2.2 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
46,423
Previous 35,680 30.11%
Holding current value
$2.2 Million
Previous $1.56 Million 43.34%
% of portfolio
0.01%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About J P MORGAN DIVERSIFIED RETURN


  • Ticker JPSE
  • Sector ETFs
  • Industry ETFs
More about JPSE
Track This Portfolio

Track Cetera Investment Advisers Portfolio

Follow Cetera Investment Advisers 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 Cetera Investment Advisers, based on Form 13F filings with the SEC.

News

Stay updated on Cetera Investment Advisers with notifications on news.