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 $731,795. This represents 0.4% of its overall portfolio holdings.

Number of Shares

16,662

Previous 16,821 0.95%

Holding current value

$731,795

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

111

Shares Held

9.92M

Call Options Held

Put Options Held

View Full List

About J P MORGAN DIVERSIFIED RETURN

Ticker JPSE
Sector ETFs
Industry ETFs

More about JPSE

Track This Portfolio

Portfolio Update

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

News

Stay updated on Interactive Financial Advisors with notifications on news.

Account

Interactive Financial Advisors J P Morgan Diversified Return Transaction History