A detailed history of Mendel Money Management transactions in Jp Morgan Diversified Return I stock. As of the latest transaction made, Mendel Money Management holds 6,182 shares of JPIN stock, worth $348,850. This represents 0.16% of its overall portfolio holdings.

Number of Shares
6,182
Previous 7,902 21.77%
Holding current value
$348,850
Previous $429,000 18.88%
% of portfolio
0.16%
Previous 0.21%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024

SELL
$52.64 - $56.44 $90,540 - $97,076
-1,720 Reduced 21.77%
6,182 $348,000
Q4 2023

Feb 14, 2024

BUY
$48.36 - $54.84 $382,140 - $433,345
7,902 New
7,902 $429,000
Q3 2023

Nov 13, 2023

BUY
$50.43 - $54.11 $6,404 - $6,871
127 Added 1.61%
8,020 $405,000
Q2 2023

Aug 14, 2023

SELL
$51.16 - $54.21 $51 - $54
-1 Reduced 0.01%
7,893 $409,000
Q1 2023

May 10, 2023

BUY
$49.3 - $53.28 $19,424 - $20,992
394 Added 5.25%
7,894 $412,000
Q4 2022

Feb 13, 2023

BUY
$44.05 - $50.7 $2,422 - $2,788
55 Added 0.74%
7,500 $369,000
Q3 2022

Nov 14, 2022

BUY
N/A
1,219 Added 19.58%
7,445 $319,000
Q2 2022

Aug 15, 2022

SELL
N/A
-1,470 Reduced 19.1%
6,226 $304,000
Q1 2022

May 16, 2022

BUY
N/A
625 Added 8.84%
7,696 $435,000
Q4 2021

Feb 14, 2022

BUY
N/A
1,492 Added 26.74%
7,071 $418,000
Q3 2021

Nov 09, 2021

BUY
N/A
1,542 Added 38.2%
5,579 $336,000
Q2 2021

Aug 11, 2021

BUY
N/A
4,037 New
4,037 $252,000

Others Institutions Holding JPIN

About JP MORGAN DIVERSIFIED RETURN I


  • Ticker JPIN
  • Sector ETFs
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