Goldstein Advisors, LLC J P Morgan Diversified Return Transaction History

Goldstein Advisors, LLC

  • $586 Billion
  • Q1 2024

A detailed history of Goldstein Advisors, LLC transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Goldstein Advisors, LLC holds 191,521 shares of JPSE stock, worth $8.34 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares
191,521
Previous 167,544 14.31%
Holding current value
$8.34 Million
Previous $6.58 Billion 31.51%
% of portfolio
1.48%
Previous 1.37%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$41.74 - $45.2 $1 Million - $1.08 Million
23,977 Added 14.31%
191,521 $8.66 Billion
Q3 2023

Oct 18, 2023
BUY
$38.77 - $43.1 $150,660 - $167,486
3,886 Added 2.37%
167,544 $6.58 Billion
Q2 2023

Jul 21, 2023
SELL
$37.79 - $40.96 $45,310 - $49,111
-1,199 Reduced 0.73%
163,658 $6.7 Billion
Q1 2023

May 09, 2023
SELL
$37.92 - $43.54 $5.68 Million - $6.52 Million
-149,734 Reduced 47.6%
164,857 $6.57 Billion
Q4 2022

Feb 03, 2023
BUY
$38.15 - $41.8 $12 Million - $13.1 Million
314,591 New
314,591 $12.2 Billion

Others Institutions Holding JPSE

# of Institutions
92
Shares Held
6.89M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN DIVERSIFIED RETURN

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