Lwm Advisory Services, LLC J P Morgan Diversified Return Transaction History

Lwm Advisory Services, LLC

  • $139 Million
  • Q4 2024

A detailed history of Lwm Advisory Services, LLC transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 22,553 shares of JPSE stock, worth $928,958. This represents 0.76% of its overall portfolio holdings.

Number of Shares
22,553
Previous 20,271 11.26%
Holding current value
$928,958
Previous $973,000 8.74%
% of portfolio
0.76%
Previous 0.74%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$46.77 - $51.7 $106,729 - $117,979
2,282 Added 11.26%
22,553 $1.06 Million
Q3 2024

Nov 13, 2024
SELL
$43.03 - $48.28 $67,126 - $75,316
-1,560 Reduced 7.15%
20,271 $973,000
Q2 2024

Aug 08, 2024
SELL
$42.08 - $45.34 $3,703 - $3,989
-88 Reduced 0.4%
21,831 $951,000
Q1 2024

May 09, 2024
BUY
$41.74 - $45.2 $9,516 - $10,305
228 Added 1.05%
21,919 $990,000
Q4 2023

Feb 05, 2024
SELL
$36.92 - $44.74 $855,325 - $1.04 Million
-23,167 Reduced 51.65%
21,691 $955,000
Q3 2023

Nov 02, 2023
SELL
$38.77 - $43.1 $455,082 - $505,907
-11,738 Reduced 20.74%
44,858 $1.76 Million
Q2 2023

Aug 07, 2023
SELL
$37.79 - $40.96 $260,146 - $281,968
-6,884 Reduced 10.84%
56,596 $2.32 Million
Q1 2023

May 02, 2023
BUY
$37.92 - $43.54 $302,829 - $347,710
7,986 Added 14.39%
63,480 $2.53 Million
Q4 2022

Feb 07, 2023
BUY
$36.1 - $41.8 $915,568 - $1.06 Million
25,362 Added 84.17%
55,494 $2.15 Million
Q3 2022

Nov 16, 2022
BUY
$35.2 - $43.26 $16,966 - $20,851
482 Added 1.63%
30,132 $1.07 Million
Q2 2022

Aug 15, 2022
BUY
$36.34 - $44.25 $1.08 Million - $1.31 Million
29,650 New
29,650 $1.11 Million

Others Institutions Holding JPSE

# of Institutions
107
Shares Held
9.71M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN DIVERSIFIED RETURN

JPSE Quotes by TradingView
  • Ticker JPSE
  • Sector ETFs
  • Industry ETFs
More about JPSE
Track This Portfolio

Track Lwm Advisory Services, LLC Portfolio

Follow Lwm Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lwm Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lwm Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email