Heron Financial Group, LLC Jp Morgan Diversified Return I Transaction History

Heron Financial Group, LLC

  • $185 Million
  • Q2 2023

A detailed history of Heron Financial Group, LLC transactions in Jp Morgan Diversified Return I stock. As of the latest transaction made, Heron Financial Group, LLC holds 4,088 shares of JPIN stock, worth $231,748. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,088
Previous 4,088 -0.0%
Holding current value
$231,748
Previous $213,000 0.47%
% of portfolio
0.11%
Previous 0.12%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 19, 2023
SELL
$49.3 - $53.28 $4,239 - $4,582
-86 Reduced 2.06%
4,088 $213,000
Q4 2022

Feb 14, 2023
BUY
$44.05 - $50.7 $183,864 - $211,621
4,174 New
4,174 $205,000
Q2 2022

Jul 29, 2022
BUY
N/A
3 Added 0.07%
4,171 $204,000
Q2 2020

Jul 20, 2020
BUY
N/A
4,168 New
4,168 $210,000
Q1 2020

Apr 23, 2020
SELL
N/A
-4,168 Closed
0 $0
Q4 2019

Feb 14, 2020
BUY
N/A
4,168 New
4,168 $236,000

Others Institutions Holding JPIN

# of Institutions
106
Shares Held
5.06M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN DIVERSIFIED RETURN I

JPIN Quotes by TradingView
  • Ticker JPIN
  • Sector ETFs
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