Etesian Wealth Advisors, Inc. Jpmorgan Diversified Return Us Transaction History

Etesian Wealth Advisors, Inc.

$226 Billion
Q4 2024

A detailed history of Etesian Wealth Advisors, Inc. transactions in Jpmorgan Diversified Return Us stock. As of the latest transaction made, Etesian Wealth Advisors, Inc. holds 5,143 shares of JPUS stock, worth $603,736. This represents 0.26% of its overall portfolio holdings.

Number of Shares

5,143

Previous 8,617 40.32%

Holding current value

$603,736

Previous $1.03 Billion 43.09%

% of portfolio

0.26%

Previous 0.47%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$114.05 - $123.77 $396,209 - $429,976	-3,474 Reduced 40.32%	5,143 $587 Million
Q3 2024 Oct 18, 2024	SELL	$108.5 - $119.68 $842,285 - $929,075	-7,763 Reduced 47.39%	8,617 $1.03 Billion
Q2 2024 Jul 25, 2024	SELL	$105.76 - $111.62 $342,768 - $361,760	-3,241 Reduced 16.52%	16,380 $1.79 Billion
Q1 2024 Apr 12, 2024	SELL	$101.27 - $112.0 $120,308 - $133,056	-1,188 Reduced 5.71%	19,621 $2.2 Billion
Q4 2023 Jan 16, 2024	BUY	$89.72 - $103.13 $17,315 - $19,904	193 Added 0.94%	20,809 $2.14 Billion
Q4 2023 Jan 12, 2024	BUY	$89.72 - $103.13 $17,315 - $19,904	193 Added 0.94%	20,809 $2.14 Billion
Q3 2023 Jan 16, 2024	BUY	$93.76 - $100.98 $73,039 - $78,663	779 Added 3.93%	20,616 $1.94 Billion
Q3 2023 Oct 19, 2023	BUY	$93.76 - $100.98 $73,039 - $78,663	779 Added 3.93%	20,616 $1.94 Billion
Q2 2023 Jan 16, 2024	SELL	$91.99 - $97.77 $34,956 - $37,152	-380 Reduced 1.88%	19,837 $1.94 Billion
Q2 2023 Oct 19, 2023	SELL	$91.99 - $97.77 $34,956 - $37,152	-380 Reduced 1.88%	19,837 $1.94 Billion
Q1 2023 Jan 16, 2024	BUY	$91.13 - $100.92 $19,501 - $21,596	214 Added 1.07%	20,217 $1.93 Billion
Q1 2023 Oct 19, 2023	BUY	$91.13 - $100.92 $19,501 - $21,596	214 Added 1.07%	20,217 $1.93 Billion
Q4 2022 Jan 16, 2024	SELL	$86.35 - $99.6 $69,598 - $80,277	-806 Reduced 3.87%	20,003 $1.9 Billion
Q4 2022 Oct 19, 2023	BUY	$86.35 - $99.6 $1.73 Million - $1.99 Million	20,003 New	20,003 $1.9 Billion

Others Institutions Holding JPUS

# of Institutions

Shares Held

2.98M

Call Options Held

Put Options Held

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About JPMORGAN DIVERSIFIED RETURN US

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Etesian Wealth Advisors, Inc. Jpmorgan Diversified Return Us Transaction History