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

Hhm Wealth Advisors, LLC

  • $697 Million
  • Q3 2024

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 10,673 shares of JPIN stock, worth $578,583. This represents 0.09% of its overall portfolio holdings.

Number of Shares
10,673
Previous 10,673 -0.0%
Holding current value
$578,583
Previous $590,000 8.64%
% of portfolio
0.09%
Previous 0.09%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
101
Shares Held
20M
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
  • Industry ETFs
More about JPIN
Track This Portfolio

Track Hhm Wealth Advisors, LLC Portfolio

Follow Hhm Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hhm Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hhm Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email