A detailed history of Mendel Money Management transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Mendel Money Management holds 10,035 shares of JPSE stock, worth $433,512. This represents 0.21% of its overall portfolio holdings.

Number of Shares
10,035
Previous 9,640 4.1%
Holding current value
$433,512
Previous $424,000 6.84%
% of portfolio
0.21%
Previous 0.21%

Shares

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

May 01, 2024

BUY
$41.74 - $45.2 $16,487 - $17,854
395 Added 4.1%
10,035 $453,000
Q4 2023

Feb 14, 2024

BUY
$36.92 - $44.74 $355,908 - $431,293
9,640 New
9,640 $424,000
Q3 2023

Nov 13, 2023

BUY
$38.77 - $43.1 $16,089 - $17,886
415 Added 4.88%
8,915 $350,000
Q2 2023

Aug 14, 2023

BUY
$37.79 - $40.96 $26,490 - $28,712
701 Added 8.99%
8,500 $348,000
Q1 2023

May 10, 2023

BUY
$37.92 - $43.54 $38,337 - $44,018
1,011 Added 14.89%
7,799 $310,000
Q4 2022

Feb 13, 2023

BUY
$38.15 - $41.8 $18,617 - $20,398
488 Added 7.75%
6,788 $262,000
Q3 2022

Nov 14, 2022

BUY
$35.79 - $43.26 $225,477 - $272,538
6,300 New
6,300 $223,000

Others Institutions Holding JPSE

About J P MORGAN DIVERSIFIED RETURN


  • Ticker JPSE
  • Sector ETFs
  • Industry ETFs
More about JPSE
Track This Portfolio

Track Mendel Money Management Portfolio

Follow Mendel Money Management 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 Mendel Money Management, based on Form 13F filings with the SEC.

News

Stay updated on Mendel Money Management with notifications on news.