Interactive Financial Advisors J P Morgan Diversified Return Transaction History

Interactive Financial Advisors

  • $184 Million
  • Q4 2024

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 16,821 shares of JPSE stock, worth $729,863. This represents 0.43% of its overall portfolio holdings.

Number of Shares
16,821
Previous 16,629 1.15%
Holding current value
$729,863
Previous $798,000 1.13%
% of portfolio
0.43%
Previous 0.43%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
108
Shares Held
9.6M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN DIVERSIFIED RETURN

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