Financial Advocates Investment Management J P Morgan Diversified Return Transaction History

Financial Advocates Investment Management

  • $1.78 Billion
  • Q3 2024

A detailed history of Financial Advocates Investment Management transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Financial Advocates Investment Management holds 154,909 shares of JPSE stock, worth $7.34 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
154,909
Previous 153,172 1.13%
Holding current value
$7.34 Million
Previous $6.68 Million 11.41%
% of portfolio
0.42%
Previous 0.42%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
BUY
$43.03 - $48.28 $74,743 - $83,862
1,737 Added 1.13%
154,909 $7.44 Million
Q2 2024

Jul 26, 2024
BUY
$42.08 - $45.34 $1.46 Million - $1.57 Million
34,700 Added 29.29%
153,172 $6.68 Million
Q1 2024

May 01, 2024
BUY
$41.74 - $45.2 $4.95 Million - $5.35 Million
118,472 New
118,472 $5.35 Million
Q4 2018

Feb 14, 2019
SELL
$25.38 - $32.29 $9,289 - $11,818
-366 Reduced 22.88%
1,234 $33,000
Q3 2018

Nov 14, 2018
BUY
$31.65 - $33.3 $50,640 - $53,279
1,600 New
1,600 $0

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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