Creative One Wealth, LLC Jp Morgan Diversified Return I Transaction History

Creative One Wealth, LLC

  • $2.51 Billion
  • Q1 2024

A detailed history of Creative One Wealth, LLC transactions in Jp Morgan Diversified Return I stock. As of the latest transaction made, Creative One Wealth, LLC holds 42,501 shares of JPIN stock, worth $2.35 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
42,501
Previous 42,952 1.05%
Holding current value
$2.35 Million
Previous $2.33 Million 2.61%
% of portfolio
0.1%
Previous 0.15%

Shares

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

May 14, 2024
SELL
$52.64 - $56.44 $23,740 - $25,454
-451 Reduced 1.05%
42,501 $2.39 Million
Q4 2023

Feb 09, 2024
SELL
$48.36 - $54.84 $866,417 - $982,513
-17,916 Reduced 29.43%
42,952 $2.33 Million
Q3 2023

Oct 17, 2023
SELL
$50.43 - $54.11 $21.4 Million - $23 Million
-424,449 Reduced 87.46%
60,868 $3.08 Million
Q2 2023

Aug 16, 2023
SELL
$51.16 - $54.21 $8.92 Million - $9.46 Million
-174,445 Reduced 26.44%
485,317 $25.2 Million
Q2 2023

Aug 14, 2023
BUY
$51.16 - $54.21 $3.71 Million - $3.93 Million
72,587 Added 12.36%
659,762 $32.7 Million
Q1 2023

May 15, 2023
SELL
$49.3 - $53.28 $8.09 Million - $8.74 Million
-164,103 Reduced 21.84%
587,175 $30.7 Million
Q4 2022

Feb 14, 2023
BUY
$44.05 - $50.7 $980,949 - $1.13 Million
22,269 Added 3.05%
751,278 $37 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-61,278 Reduced 7.75%
729,009 $31.2 Million
Q2 2022

Aug 12, 2022
BUY
N/A
75,600 Added 10.58%
790,287 $38.6 Million
Q1 2022

May 13, 2022
SELL
N/A
-74,812 Reduced 9.48%
714,687 $40.4 Million
Q4 2021

Feb 15, 2022
BUY
N/A
137,622 Added 21.11%
789,499 $46.7 Million
Q3 2021

Nov 16, 2021
SELL
N/A
-22,037 Reduced 3.27%
651,877 $39.4 Million
Q2 2021

Aug 13, 2021
SELL
N/A
-18,287 Reduced 2.64%
673,914 $42.1 Million
Q1 2021

May 17, 2021
SELL
N/A
-14,093 Reduced 2.0%
692,201 $42.2 Million
Q4 2020

Feb 12, 2021
SELL
N/A
-41,719 Reduced 5.58%
706,294 $41.1 Million
Q3 2020

Nov 13, 2020
SELL
N/A
-13,290 Reduced 1.75%
748,013 $38.6 Million
Q2 2020

Aug 13, 2020
BUY
N/A
104,593 Added 15.93%
761,303 $37.6 Million
Q1 2020

May 14, 2020
SELL
N/A
-49,214 Reduced 6.97%
656,710 $28.4 Million
Q4 2019

Feb 13, 2020
BUY
N/A
44,599 Added 6.74%
705,924 $40.3 Million
Q3 2019

Nov 13, 2019
BUY
N/A
35,443 Added 5.66%
661,325 $35.2 Million
Q2 2019

Aug 15, 2019
BUY
N/A
98,605 Added 18.7%
625,882 $34.1 Million
Q1 2019

May 15, 2019
BUY
N/A
87,765 Added 19.97%
527,277 $29.2 Million
Q4 2018

Feb 14, 2019
BUY
N/A
47,953 Added 12.25%
439,512 $22.4 Million
Q3 2018

Nov 14, 2018
BUY
N/A
42,951 Added 12.32%
391,559 $22.9 Million
Q2 2018

Aug 14, 2018
BUY
N/A
53,286 Added 18.04%
348,608 $20.1 Million
Q1 2018

May 14, 2018
BUY
N/A
295,322 New
295,322 $17.6 Million

Others Institutions Holding JPIN

# of Institutions
104
Shares Held
5.1M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN DIVERSIFIED RETURN I

JPIN Quotes by TradingView
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