Ifp Advisors, Inc J P Morgan Diversified Return Transaction History

Ifp Advisors, Inc

$3.28 Billion
Q2 2025

A detailed history of Ifp Advisors, Inc transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Ifp Advisors, Inc holds 413 shares of JPSE stock, worth $20,571. This represents 0.0% of its overall portfolio holdings.

Number of Shares

413

Previous 422 2.13%

Holding current value

$20,571

Previous $18,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	SELL	$38.2 - $45.49 $343 - $409	-9 Reduced 2.13%	413 $18,000
Q1 2025 May 05, 2025	BUY	$42.78 - $48.51 $42 - $48	1 Added 0.24%	422 $18,000
Q4 2024 Feb 04, 2025	BUY	$46.77 - $51.7 $608 - $672	13 Added 3.19%	421 $19,000
Q3 2024 Feb 04, 2025	BUY	$43.03 - $48.28 $86 - $96	2 Added 0.49%	408 $19,000
Q2 2024 Jul 30, 2024	BUY	$42.08 - $45.34 $42 - $45	1 Added 0.25%	406 $17,000
Q1 2024 Jul 30, 2024	SELL	$41.74 - $45.2 $74,171 - $80,320	-1,777 Reduced 81.44%	405 $18,000
Q4 2023 Jan 09, 2024	SELL	$36.92 - $44.74 $62,764 - $76,058	-1,700 Reduced 43.79%	2,182 $96,000
Q3 2023 Oct 12, 2023	SELL	$38.77 - $43.1 $4,032 - $4,482	-104 Reduced 2.61%	3,882 $152,000
Q2 2023 Aug 04, 2023	BUY	$37.79 - $40.96 $1,171 - $1,269	31 Added 0.78%	3,986 $163,000
Q1 2023 Apr 18, 2023	BUY	$37.92 - $43.54 $2,806 - $3,221	74 Added 1.91%	3,955 $157,000
Q4 2022 Feb 07, 2023	SELL	$36.1 - $41.8 $45,486 - $52,668	-1,260 Reduced 24.51%	3,881 $124,000
Q3 2022 Nov 08, 2022	BUY	$35.2 - $43.26 $25,696 - $31,579	730 Added 16.55%	5,141 $162,000
Q2 2022 Sep 06, 2022	BUY	$36.34 - $44.25 $160,295 - $195,186	4,411 New	4,411 $138,000
Q2 2022 Aug 12, 2022	SELL	$36.34 - $44.25 $160,295 - $195,186	-4,411 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$40.95 - $46.65 $172,481 - $196,489	4,212 Added 2116.58%	4,411 $193,000
Q2 2021 Jul 13, 2021	BUY	$41.67 - $45.21 $8,292 - $8,996	199 New	199 $9,000
Q1 2021 Apr 30, 2021	BUY	$35.88 - $44.5 $0 - $0	0 New	0 $0
Q4 2020 Jan 25, 2021	BUY	$28.78 - $36.3 $0 - $0	0 New	0 $0
Q3 2020 Oct 29, 2020	BUY	$26.25 - $30.34 $0 - $0	0 New	0 $0
Q2 2020 Aug 05, 2020	BUY	$19.75 - $29.51 $0 - $0	0 New	0 $0
Q1 2020 May 12, 2020	BUY	$18.9 - $33.17 $0 - $0	0 New	0 $0
Q4 2019 Jan 17, 2020	BUY	$29.32 - $32.65 $0 - $0	0 New	0 $0
Q3 2019 Nov 07, 2019	BUY	$28.92 - $31.34 $0 - $0	0 New	0 $0

Others Institutions Holding JPSE

# of Institutions

108

Shares Held

9.24M

Call Options Held

Put Options Held

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About J P MORGAN DIVERSIFIED RETURN

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