Hhm Wealth Advisors, LLC Jp Morgan Diversified Return I Transaction History

Hhm Wealth Advisors, LLC

  • $735 Million
  • Q1 2025

A detailed history of Hhm Wealth Advisors, LLC transactions in Jp Morgan Diversified Return I stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 8,831 shares of JPIN stock, worth $565,448. This represents 0.07% of its overall portfolio holdings.

Number of Shares
8,831
Previous 9,116 3.13%
Holding current value
$565,448
Previous $488,000 3.28%
% of portfolio
0.07%
Previous 0.07%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
$52.75 - $58.91 $15,033 - $16,789
-285 Reduced 3.13%
8,831 $504,000
Q4 2024

Jan 24, 2025
SELL
$53.56 - $59.9 $83,392 - $93,264
-1,557 Reduced 14.59%
9,116 $488,000
Q4 2023

Feb 05, 2024
SELL
$48.36 - $54.84 $264,867 - $300,358
-5,477 Reduced 33.91%
10,673 $579,000
Q3 2023

Nov 03, 2023
SELL
$50.43 - $54.11 $18,154 - $19,479
-360 Reduced 2.18%
16,150 $816,000
Q2 2023

Aug 11, 2023
BUY
$51.16 - $54.21 $1,892 - $2,005
37 Added 0.22%
16,510 $857,000
Q1 2023

May 02, 2023
BUY
$49.3 - $53.28 $27,509 - $29,730
558 Added 3.51%
16,473 $861,000
Q4 2022

Jan 19, 2023
SELL
$42.35 - $50.7 $244,655 - $292,893
-5,777 Reduced 26.63%
15,915 $0
Q3 2022

Nov 04, 2022
SELL
$42.55 - $51.46 $26,210 - $31,699
-616 Reduced 2.76%
21,692 $929,000
Q2 2022

Aug 08, 2022
BUY
$48.25 - $57.14 $1,061 - $1,257
22 Added 0.1%
22,308 $1.09 Million
Q1 2022

Apr 27, 2022
BUY
$53.48 - $60.03 $4,010 - $4,502
75 Added 0.34%
22,286 $1.26 Million
Q4 2021

Feb 03, 2022
BUY
$58.11 - $61.62 $379,109 - $402,008
6,524 Added 41.59%
22,211 $1.31 Million
Q3 2021

Nov 02, 2021
BUY
$60.31 - $64.02 $150,895 - $160,178
2,502 Added 18.98%
15,687 $946,000
Q2 2021

Jul 27, 2021
BUY
$61.55 - $64.56 $40,930 - $42,932
665 Added 5.31%
13,185 $823,000
Q1 2021

Apr 23, 2021
BUY
$58.26 - $61.7 $174 - $185
3 Added 0.02%
12,520 $764,000
Q4 2020

Jan 28, 2021
BUY
$49.86 - $58.47 $43,527 - $51,044
873 Added 7.5%
12,517 $729,000
Q3 2020

Nov 12, 2020
BUY
$49.59 - $53.56 $198 - $214
4 Added 0.03%
11,644 $601,000
Q1 2020

May 12, 2020
BUY
$37.71 - $57.78 $36,955 - $56,624
980 Added 9.19%
11,640 $503,000
Q4 2019

Feb 12, 2020
BUY
$51.93 - $57.61 $184,611 - $204,803
3,555 Added 50.04%
10,660 $609,000
Q3 2019

Nov 13, 2019
BUY
$52.99 - $54.15 $132,475 - $135,375
2,500 Added 54.29%
7,105 $378,000
Q2 2019

Aug 13, 2019
BUY
N/A
4,605 New
4,605 $251,000

Others Institutions Holding JPIN

# of Institutions
111
Shares Held
4.24M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN DIVERSIFIED RETURN I

JPIN Quotes by TradingView
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