Hbk Sorce Advisory LLC J P Morgan Diversified Return Transaction History

Hbk Sorce Advisory LLC

  • $3.02 Billion
  • Q3 2025

A detailed history of Hbk Sorce Advisory LLC transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Hbk Sorce Advisory LLC holds 4,069 shares of JPSE stock, worth $199,381. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,069
Previous 4,069 -0.0%
Holding current value
$199,381
Previous $202,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
$45.04 - $50.93 $183,267 - $207,234
4,069 New
4,069 $202,000
Q2 2023

Aug 04, 2023
SELL
$37.79 - $40.96 $83,742 - $90,767
-2,216 Reduced 31.2%
4,886 $200,000
Q1 2023

May 15, 2023
BUY
$37.92 - $43.54 $269,307 - $309,221
7,102 New
7,102 $425,000

Others Institutions Holding JPSE

# of Institutions
109
Shares Held
9.05M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN DIVERSIFIED RETURN

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