Clear Point Advisors Inc. Jpmorgan Diversified Return Us Transaction History

Clear Point Advisors Inc.

$119 Billion
Q2 2025

A detailed history of Clear Point Advisors Inc. transactions in Jpmorgan Diversified Return Us stock. As of the latest transaction made, Clear Point Advisors Inc. holds 8,454 shares of JPUS stock, worth $1.05 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

8,454

Previous 8,613 1.85%

Holding current value

$1.05 Million

Previous $986 Million 1.35%

% of portfolio

0.84%

Previous 0.89%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	SELL	$102.8 - $118.19 $16,345 - $18,792	-159 Reduced 1.85%	8,454 $999 Million
Q1 2025 Apr 21, 2025	SELL	$111.89 - $119.08 $57,847 - $61,564	-517 Reduced 5.66%	8,613 $986 Million
Q4 2024 Jan 31, 2025	SELL	$114.05 - $123.77 $37,180 - $40,349	-326 Reduced 3.45%	9,130 $1.04 Billion
Q3 2024 Nov 08, 2024	SELL	$108.5 - $119.68 $11,284 - $12,446	-104 Reduced 1.09%	9,456 $1.13 Billion
Q2 2024 Aug 14, 2024	SELL	$105.76 - $111.62 $48,332 - $51,010	-457 Reduced 4.56%	9,560 $1.04 Billion
Q1 2024 May 15, 2024	SELL	$101.27 - $112.0 $119,903 - $132,608	-1,184 Reduced 10.57%	10,017 $1.12 Billion
Q4 2023 May 15, 2024	BUY	$89.72 - $103.13 $1 Million - $1.16 Million	11,201 New	11,201 $1.15 Billion

Others Institutions Holding JPUS

# of Institutions

Shares Held

2.42M

Call Options Held

Put Options Held

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About JPMORGAN DIVERSIFIED RETURN US

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Clear Point Advisors Inc. Jpmorgan Diversified Return Us Transaction History