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 $998,872. This represents 0.76% of its overall portfolio holdings.

Number of Shares
22,553
Previous 20,271 11.26%
Holding current value
$998,872
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
108
Shares Held
9.72M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN DIVERSIFIED RETURN

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