Creative One Wealth, LLC J P Morgan Diversified Return Transaction History

Creative One Wealth, LLC

  • $2.76 Billion
  • Q3 2024

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 16, 2023
SELL
$37.79 - $40.96 $1.05 Million - $1.14 Million
-27,736 Reduced 82.49%
5,886 $241,000
Q2 2023

Aug 14, 2023
SELL
$37.79 - $40.96 $220,995 - $239,534
-5,848 Reduced 14.82%
33,622 $1.26 Million
Q1 2023

May 15, 2023
BUY
$37.92 - $43.54 $90,742 - $104,191
2,393 Added 6.45%
39,470 $1.57 Million
Q4 2022

Feb 14, 2023
SELL
$36.1 - $41.8 $99,672 - $115,409
-2,761 Reduced 6.93%
37,077 $1.44 Million
Q3 2022

Nov 14, 2022
SELL
$35.2 - $43.26 $23,584 - $28,984
-670 Reduced 1.65%
39,838 $1.41 Million
Q2 2022

Aug 12, 2022
BUY
$36.34 - $44.25 $19,296 - $23,496
531 Added 1.33%
40,508 $1.52 Million
Q1 2022

May 13, 2022
SELL
$40.95 - $46.65 $472,890 - $538,714
-11,548 Reduced 22.41%
39,977 $1.75 Million
Q4 2021

Feb 15, 2022
BUY
$43.52 - $47.96 $532,554 - $586,886
12,237 Added 31.15%
51,525 $2.37 Million
Q3 2021

Nov 16, 2021
SELL
$41.37 - $44.89 $1.83 Million - $1.98 Million
-44,151 Reduced 52.91%
39,288 $1.7 Million
Q2 2021

Aug 13, 2021
SELL
$41.67 - $45.21 $6.7 Million - $7.27 Million
-160,829 Reduced 65.84%
83,439 $3.7 Million
Q1 2021

May 17, 2021
SELL
$35.88 - $44.5 $3.7 Million - $4.58 Million
-102,992 Reduced 29.66%
244,268 $10.3 Million
Q4 2020

Feb 12, 2021
SELL
$28.78 - $36.3 $3.79 Million - $4.79 Million
-131,836 Reduced 27.52%
347,260 $12.5 Million
Q3 2020

Nov 13, 2020
SELL
$26.25 - $30.34 $4.31 Million - $4.98 Million
-164,122 Reduced 25.52%
479,096 $13.6 Million
Q2 2020

Aug 13, 2020
SELL
$19.75 - $29.51 $960,798 - $1.44 Million
-48,648 Reduced 7.03%
643,218 $17.5 Million
Q1 2020

May 14, 2020
BUY
$18.9 - $33.17 $188,792 - $331,335
9,989 Added 1.46%
691,866 $14.9 Million
Q4 2019

Feb 13, 2020
BUY
$29.32 - $32.65 $1.16 Million - $1.29 Million
39,502 Added 6.15%
681,877 $22.2 Million
Q3 2019

Nov 13, 2019
BUY
$28.92 - $31.34 $358,492 - $388,490
12,396 Added 1.97%
642,375 $19.5 Million
Q2 2019

Aug 15, 2019
BUY
$28.95 - $31.75 $1.66 Million - $1.82 Million
57,195 Added 9.99%
629,979 $19.4 Million
Q1 2019

May 15, 2019
BUY
$26.52 - $31.23 $3.94 Million - $4.64 Million
148,574 Added 35.02%
572,784 $17.4 Million
Q4 2018

Feb 14, 2019
BUY
$25.38 - $32.29 $3.23 Million - $4.11 Million
127,407 Added 42.93%
424,210 $11.4 Million
Q3 2018

Nov 14, 2018
BUY
$31.65 - $33.3 $3.88 Million - $4.08 Million
122,572 Added 70.35%
296,803 $9.66 Million
Q2 2018

Aug 14, 2018
BUY
$28.42 - $32.43 $4.95 Million - $5.65 Million
174,231 New
174,231 $5.49 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

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