Interactive Financial Advisors J P Morgan Diversified Return Transaction History

Interactive Financial Advisors

$182 Million
Q1 2025

A detailed history of Interactive Financial Advisors transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Interactive Financial Advisors holds 16,662 shares of JPSE stock, worth $696,471. This represents 0.4% of its overall portfolio holdings.

Number of Shares

16,662

Previous 16,821 0.95%

Holding current value

$696,471

Previous $789,000 7.98%

% of portfolio

0.4%

Previous 0.43%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$42.78 - $48.51 $6,802 - $7,713	-159 Reduced 0.95%	16,662 $726,000
Q4 2024 Feb 06, 2025	BUY	$46.77 - $51.7 $8,979 - $9,926	192 Added 1.15%	16,821 $789,000
Q3 2024 Oct 30, 2024	BUY	$43.03 - $48.28 $1,161 - $1,303	27 Added 0.16%	16,629 $798,000
Q2 2024 Aug 02, 2024	BUY	$42.08 - $45.34 $25,500 - $27,476	606 Added 3.79%	16,602 $723,000
Q1 2024 May 03, 2024	SELL	$41.74 - $45.2 $2.11 Million - $2.29 Million	-50,630 Reduced 75.99%	15,996 $723,000
Q4 2023 Feb 05, 2024	BUY	$36.92 - $44.74 $1.94 Million - $2.35 Million	52,588 Added 374.61%	66,626 $2.94 Million
Q3 2023 Oct 26, 2023	SELL	$38.77 - $43.1 $46,213 - $51,375	-1,192 Reduced 7.83%	14,038 $551,000
Q2 2023 Jul 31, 2023	BUY	$37.79 - $40.96 $35,560 - $38,543	941 Added 6.59%	15,230 $623,000
Q1 2023 Apr 26, 2023	BUY	$37.92 - $43.54 $44,442 - $51,028	1,172 Added 8.93%	14,289 $569,000
Q4 2022 Feb 08, 2023	BUY	$36.1 - $41.8 $30,540 - $35,362	846 Added 6.89%	13,117 $508,000
Q3 2022 Nov 14, 2022	BUY	$35.2 - $43.26 $915 - $1,124	26 Added 0.21%	12,271 $434,000
Q2 2022 Aug 10, 2022	SELL	$36.34 - $44.25 $105,676 - $128,679	-2,908 Reduced 19.19%	12,245 $459,000
Q1 2022 May 09, 2022	BUY	$40.95 - $46.65 $175,184 - $199,568	4,278 Added 39.34%	15,153 $685,000
Q4 2021 Feb 11, 2022	BUY	$43.52 - $47.96 $122,987 - $135,534	2,826 Added 35.11%	10,875 $500,000
Q3 2021 Nov 09, 2021	BUY	$41.37 - $44.89 $131,887 - $143,109	3,188 Added 65.58%	8,049 $348,000
Q2 2021 Jul 30, 2021	BUY	$41.67 - $45.21 $61,254 - $66,458	1,470 Added 43.35%	4,861 $216,000
Q1 2021 May 11, 2021	BUY	$35.88 - $44.5 $46,177 - $57,271	1,287 Added 61.17%	3,391 $143,000
Q4 2020 Jan 21, 2021	BUY	$28.78 - $36.3 $36,435 - $45,955	1,266 Added 151.07%	2,104 $76,000
Q3 2020 Oct 29, 2020	BUY	$26.25 - $30.34 $10,657 - $12,318	406 Added 93.98%	838 $24,000
Q2 2020 Jul 27, 2020	BUY	$19.75 - $29.51 $7,564 - $11,302	383 Added 781.63%	432 $12,000
Q1 2020 May 05, 2020	BUY	$18.9 - $33.17 $926 - $1,625	49 New	49 $1,000

Others Institutions Holding JPSE

# of Institutions

112

Shares Held

9.81M

Call Options Held

Put Options Held

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About J P MORGAN DIVERSIFIED RETURN

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Interactive Financial Advisors J P Morgan Diversified Return Transaction History