A detailed history of Mutual Advisors, LLC transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Mutual Advisors, LLC holds 17,681 shares of JPSE stock, worth $763,819. This represents 0.03% of its overall portfolio holdings.

Number of Shares
17,681
Previous 39,745 55.51%
Holding current value
$763,819
Previous $1.75 Million 54.37%
% of portfolio
0.03%
Previous 0.06%

Shares

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

May 02, 2024

SELL
$41.74 - $45.2 $920,951 - $997,292
-22,064 Reduced 55.51%
17,681 $799,000
Q4 2023

Jan 12, 2024

SELL
$36.92 - $44.74 $377,433 - $457,377
-10,223 Reduced 20.46%
39,745 $1.75 Million
Q3 2023

Nov 13, 2023

BUY
$38.77 - $43.1 $1.54 Million - $1.72 Million
39,840 Added 393.36%
49,968 $1.96 Million
Q2 2023

Jul 31, 2023

SELL
$37.79 - $40.96 $1.43 Million - $1.55 Million
-37,785 Reduced 78.86%
10,128 $414,000
Q1 2023

Apr 11, 2023

BUY
$37.92 - $43.54 $925,361 - $1.06 Million
24,403 Added 103.8%
47,913 $1.91 Million
Q4 2022

Jan 12, 2023

SELL
$38.15 - $41.8 $668,311 - $732,252
-17,518 Reduced 42.7%
23,510 $0
Q3 2022

Nov 03, 2022

BUY
$35.79 - $43.26 $859,067 - $1.04 Million
24,003 Added 140.99%
41,028 $1.45 Million
Q2 2022

Aug 15, 2022

SELL
$36.34 - $44.25 $54,182 - $65,976
-1,491 Reduced 8.05%
17,025 $637,000
Q1 2022

May 09, 2022

BUY
$40.95 - $46.65 $758,230 - $863,771
18,516 New
18,516 $811,000

Others Institutions Holding JPSE

About J P MORGAN DIVERSIFIED RETURN


  • Ticker JPSE
  • Sector ETFs
  • Industry ETFs
More about JPSE
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