Ifp Advisors, Inc J P Morgan Diversified Return Transaction History

Ifp Advisors, Inc

$2.05 Billion
Q4 2023

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 2,182 shares of JPSE stock, worth $94,262. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,182

Previous 3,882 43.79%

Holding current value

$94,262

Previous $152,000 36.84%

% of portfolio

0.0%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$38.15 - $41.8 $48,069 - $52,668	-1,260 Reduced 24.51%	3,881 $124,000

Q3 2022 Nov 08, 2022	BUY	$35.79 - $43.26 $26,126 - $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

Shares Held

6.89M

Call Options Held

Put Options Held

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About J P MORGAN DIVERSIFIED RETURN

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