Interactive Financial Advisors Jpmorgan Diversified Return Us Transaction History

Interactive Financial Advisors

$197 Million
Q2 2025

A detailed history of Interactive Financial Advisors transactions in Jpmorgan Diversified Return Us stock. As of the latest transaction made, Interactive Financial Advisors holds 5,315 shares of JPUS stock, worth $660,069. This represents 0.32% of its overall portfolio holdings.

Number of Shares

5,315

Previous 5,575 4.66%

Holding current value

$660,069

Previous $642,000 2.18%

% of portfolio

0.32%

Previous 0.35%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	SELL	$102.8 - $118.19 $26,728 - $30,729	-260 Reduced 4.66%	5,315 $628,000
Q1 2025 Apr 29, 2025	BUY	$111.89 - $119.08 $111 - $119	1 Added 0.02%	5,575 $642,000
Q4 2024 Feb 06, 2025	SELL	$114.05 - $123.77 $21,783 - $23,640	-191 Reduced 3.31%	5,574 $636,000
Q3 2024 Oct 30, 2024	SELL	$108.5 - $119.68 $651 - $718	-6 Reduced 0.1%	5,765 $689,000
Q2 2024 Aug 02, 2024	SELL	$105.76 - $111.62 $14,066 - $14,845	-133 Reduced 2.25%	5,771 $630,000
Q1 2024 May 03, 2024	BUY	$101.27 - $112.0 $484,374 - $535,696	4,783 Added 426.67%	5,904 $661,000
Q4 2023 Feb 05, 2024	SELL	$89.72 - $103.13 $452,906 - $520,600	-5,048 Reduced 81.83%	1,121 $115,000
Q3 2023 Oct 26, 2023	SELL	$93.76 - $100.98 $34,878 - $37,564	-372 Reduced 5.69%	6,169 $579,000
Q2 2023 Jul 31, 2023	SELL	$91.99 - $97.77 $6,347 - $6,746	-69 Reduced 1.04%	6,541 $639,000
Q1 2023 Apr 26, 2023	BUY	$91.13 - $100.92 $637 - $706	7 Added 0.11%	6,610 $631,000
Q4 2022 Feb 08, 2023	BUY	$86.35 - $99.6 $25,386 - $29,282	294 Added 4.66%	6,603 $625,000
Q3 2022 Nov 14, 2022	BUY	$85.5 - $101.83 $228,798 - $272,497	2,676 Added 73.66%	6,309 $539,000
Q2 2022 Aug 10, 2022	SELL	$89.02 - $106.83 $5,786 - $6,943	-65 Reduced 1.76%	3,633 $333,000
Q1 2022 May 09, 2022	BUY	$97.56 - $106.35 $76,682 - $83,591	786 Added 26.99%	3,698 $379,000
Q4 2021 Feb 11, 2022	SELL	$96.89 - $106.04 $4,747 - $5,195	-49 Reduced 1.65%	2,912 $309,000
Q3 2021 Nov 09, 2021	SELL	$94.94 - $101.67 $2,373 - $2,541	-25 Reduced 0.84%	2,961 $285,000
Q2 2021 Jul 30, 2021	SELL	$92.22 - $98.22 $30,063 - $32,019	-326 Reduced 9.84%	2,986 $289,000
Q1 2021 May 11, 2021	SELL	$82.76 - $91.73 $2,565 - $2,843	-31 Reduced 0.93%	3,312 $302,000
Q4 2020 Jan 21, 2021	SELL	$73.3 - $83.94 $38,335 - $43,900	-523 Reduced 13.53%	3,343 $280,000
Q3 2020 Oct 29, 2020	SELL	$68.99 - $77.52 $11,866 - $13,333	-172 Reduced 4.26%	3,866 $286,000
Q2 2020 Jul 27, 2020	SELL	$55.84 - $75.47 $18,315 - $24,754	-328 Reduced 7.51%	4,038 $280,000
Q1 2020 May 05, 2020	SELL	$49.95 - $81.47 $44,555 - $72,671	-892 Reduced 16.96%	4,366 $256,000
Q4 2019 Jan 27, 2020	BUY	$73.54 - $80.24 $5,000 - $5,456	68 Added 1.31%	5,258 $419,000
Q3 2019 Oct 24, 2019	SELL	$75.53 - $76.66 $38,671 - $39,249	-512 Reduced 8.98%	5,190 $394,000
Q2 2019 Jul 17, 2019	SELL	N/A	-770 Reduced 11.9%	5,702 $427,000
Q1 2019 May 06, 2019	BUY	N/A	276 Added 4.45%	6,472 $473,000
Q4 2018 Feb 05, 2019	SELL	N/A	-95 Reduced 1.51%	6,196 $402,000
Q3 2018 Nov 15, 2018	BUY	N/A	726 Added 13.05%	6,291 $469,000
Q2 2018 Jul 19, 2018	BUY	N/A	157 Added 2.9%	5,565 $395,000
Q1 2018 Apr 17, 2018	BUY	N/A	255 Added 4.95%	5,408 $377,000
Q4 2017 Jan 22, 2018	BUY	N/A	1,465 Added 39.72%	5,153 $363,000
Q3 2017 Oct 12, 2017	BUY	N/A	3,688	3,688 $248,000

Others Institutions Holding JPUS

# of Institutions

Shares Held

2.42M

Call Options Held

Put Options Held

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Interactive Financial Advisors Jpmorgan Diversified Return Us Transaction History