A detailed history of Cwm, LLC transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Cwm, LLC holds 757 shares of JPSE stock, worth $37,706. This represents 0.0% of its overall portfolio holdings.

Number of Shares
757
Previous 1,234 38.65%
Holding current value
$37,706
Previous $56,000 32.14%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025

SELL
$45.04 - $50.93 $21,484 - $24,293
-477 Reduced 38.65%
757 $38,000
Q2 2025

Jul 25, 2025

SELL
$38.2 - $45.49 $33,386 - $39,758
-874 Reduced 41.46%
1,234 $56,000
Q1 2025

May 01, 2025

BUY
$42.78 - $48.51 $90,180 - $102,259
2,108 New
2,108 $92,000
Q4 2022

Feb 01, 2023

BUY
$36.1 - $41.8 $2,093 - $2,424
58 New
58 $2,000
Q4 2019

Jan 27, 2020

BUY
$29.32 - $32.65 $1,231 - $1,371
42 Added 70.0%
102 $3,000
Q4 2018

Jan 25, 2019

SELL
$25.38 - $32.29 $1,472 - $1,872
-58 Reduced 49.15%
60 $2,000
Q3 2018

Oct 29, 2018

BUY
$31.65 - $33.3 $3,734 - $3,929
118 New
118 $4,000

Others Institutions Holding JPSE

About J P MORGAN DIVERSIFIED RETURN


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