Financial Advocates Investment Management J P Morgan Diversified Return Transaction History

Financial Advocates Investment Management

$164 Million
Q3 2025

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 4,314 shares of JPSE stock, worth $211,386. This represents 0.13% of its overall portfolio holdings.

Number of Shares

4,314

Previous 95,024 95.46%

Holding current value

$211,386

Previous $4.32 Million 95.05%

% of portfolio

0.13%

Previous 0.37%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	SELL	$45.04 - $50.93 $4.09 Million - $4.62 Million	-90,710 Reduced 95.46%	4,314 $214,000
Q2 2025 Aug 12, 2025	SELL	$38.2 - $45.49 $1.74 Million - $2.07 Million	-45,596 Reduced 32.42%	95,024 $4.32 Million
Q1 2025 Apr 28, 2025	BUY	$42.78 - $48.51 $15,657 - $17,754	366 Added 0.26%	140,620 $6.13 Million
Q4 2024 Jan 27, 2025	SELL	$46.77 - $51.7 $685,414 - $757,663	-14,655 Reduced 9.46%	140,254 $6.58 Million
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

109

Shares Held

9.05M

Call Options Held

Put Options Held

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About J P MORGAN DIVERSIFIED RETURN

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Financial Advocates Investment Management J P Morgan Diversified Return Transaction History