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

Lwm Advisory Services, LLC

$139 Million
Q1 2025

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 21,873 shares of JPSE stock, worth $960,662. This represents 0.69% of its overall portfolio holdings.

Number of Shares

21,873

Previous 22,553 3.02%

Holding current value

$960,662

Previous $1.06 Million 9.92%

% of portfolio

0.69%

Previous 0.76%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$42.78 - $48.51 $29,090 - $32,986	-680 Reduced 3.02%	21,873 $953,000
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

111

Shares Held

9.92M

Call Options Held

Put Options Held

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About J P MORGAN DIVERSIFIED RETURN

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