Goldstein Advisors, LLC J P Morgan Diversified Return Transaction History

Goldstein Advisors, LLC

$684 Billion
Q1 2025

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 242,632 shares of JPSE stock, worth $10.7 Million. This represents 1.55% of its overall portfolio holdings.

Number of Shares

242,632

Previous 228,895 6.0%

Holding current value

$10.7 Million

Previous $10.7 Billion 1.29%

% of portfolio

1.55%

Previous 1.56%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$42.78 - $48.51 $587,668 - $666,381	13,737 Added 6.0%	242,632 $10.6 Billion
Q4 2024 Jan 17, 2025	BUY	$46.77 - $51.7 $413,353 - $456,924	8,838 Added 4.02%	228,895 $10.7 Billion
Q3 2024 Oct 24, 2024	BUY	$43.03 - $48.28 $663,866 - $744,863	15,428 Added 7.54%	220,057 $10.6 Billion
Q2 2024 Jul 24, 2024	BUY	$42.08 - $45.34 $551,584 - $594,316	13,108 Added 6.84%	204,629 $8.92 Billion
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	$36.1 - $41.8 $11.4 Million - $13.1 Million	314,591 New	314,591 $12.2 Billion

Others Institutions Holding JPSE

# of Institutions

111

Shares Held

9.92M

Call Options Held

Put Options Held

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About J P MORGAN DIVERSIFIED RETURN

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Goldstein Advisors, LLC J P Morgan Diversified Return Transaction History