Choice Wealth Advisors, LLC J P Morgan Diversified Return Transaction History

Choice Wealth Advisors, LLC

  • $197 Million
  • Q3 2024

A detailed history of Choice Wealth Advisors, LLC transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Choice Wealth Advisors, LLC holds 4,618 shares of JPSE stock, worth $218,754. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,618
Previous 5,237 11.82%
Holding current value
$218,754
Previous $228,000 3.07%
% of portfolio
0.11%
Previous 0.12%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024
SELL
$43.03 - $48.28 $26,635 - $29,885
-619 Reduced 11.82%
4,618 $221,000
Q2 2024

Jul 15, 2024
SELL
$42.08 - $45.34 $7.75 Million - $8.35 Million
-184,079 Reduced 97.23%
5,237 $228,000
Q1 2024

Apr 18, 2024
BUY
$41.74 - $45.2 $166,584 - $180,393
3,991 Added 2.15%
189,316 $8.56 Million
Q4 2023

Jan 11, 2024
BUY
$36.92 - $44.74 $177,806 - $215,467
4,816 Added 2.67%
185,325 $8.17 Million
Q3 2023

Oct 10, 2023
BUY
$38.77 - $43.1 $57,612 - $64,046
1,486 Added 0.83%
180,509 $7.09 Million
Q2 2023

Jul 14, 2023
BUY
$37.79 - $40.96 $717,632 - $777,830
18,990 Added 11.87%
179,023 $7.33 Million
Q1 2023

Apr 06, 2023
BUY
$37.92 - $43.54 $207,763 - $238,555
5,479 Added 3.55%
160,033 $6.38 Million
Q4 2022

Jan 25, 2023
BUY
$36.1 - $41.8 $318,618 - $368,926
8,826 Added 6.06%
154,554 $0
Q3 2022

Nov 09, 2022
BUY
$35.2 - $43.26 $5.13 Million - $6.3 Million
145,728 New
145,728 $5.16 Million

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
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