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

Choice Wealth Advisors, LLC

$163 Million
Q1 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 189,316 shares of JPSE stock, worth $8.24 Million. This represents 5.27% of its overall portfolio holdings.

Number of Shares

189,316

Previous 185,325 2.15%

Holding current value

$8.24 Million

Previous $8.17 Million 4.8%

% of portfolio

5.27%

Previous 5.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$38.15 - $41.8 $336,711 - $368,926	8,826 Added 6.06%	154,554 $0
Q3 2022 Nov 09, 2022	BUY	$35.79 - $43.26 $5.22 Million - $6.3 Million	145,728 New	145,728 $5.16 Million

Others Institutions Holding JPSE

# of Institutions

Shares Held

6.89M

Call Options Held

Put Options Held

View Full List

About J P MORGAN DIVERSIFIED RETURN

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