A detailed history of Cornerstone Wealth Management, LLC transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 13,711 shares of JPSE stock, worth $592,315. This represents 0.05% of its overall portfolio holdings.

Number of Shares
13,711
Previous 13,814 0.75%
Holding current value
$592,315
Previous $608,000 1.81%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024

SELL
$41.74 - $45.2 $4,299 - $4,655
-103 Reduced 0.75%
13,711 $619,000
Q4 2023

Jan 10, 2024

SELL
$36.92 - $44.74 $3,027 - $3,668
-82 Reduced 0.59%
13,814 $608,000
Q3 2023

Nov 06, 2023

BUY
$38.77 - $43.1 $538,747 - $598,917
13,896 New
13,896 $545,000

Others Institutions Holding JPSE

About J P MORGAN DIVERSIFIED RETURN


  • Ticker JPSE
  • Sector ETFs
  • Industry ETFs
More about JPSE
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