N.E.W. Advisory Services LLC J P Morgan Diversified Return Transaction History

N.E.W. Advisory Services LLC

  • $1.01 Billion
  • Q3 2024

A detailed history of N.E.W. Advisory Services LLC transactions in J P Morgan Diversified Return stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 5,335 shares of JPSE stock, worth $271,391. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,335
Previous 6,246 14.59%
Holding current value
$271,391
Previous $272,000 5.88%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
SELL
$43.03 - $48.28 $39,200 - $43,983
-911 Reduced 14.59%
5,335 $256,000
Q2 2024

Aug 02, 2024
SELL
$42.08 - $45.34 $7,406 - $7,979
-176 Reduced 2.74%
6,246 $272,000
Q1 2024

Apr 24, 2024
SELL
$41.74 - $45.2 $551,009 - $596,685
-13,201 Reduced 67.27%
6,422 $290,000
Q4 2023

Feb 06, 2024
SELL
$36.92 - $44.74 $1.97 Million - $2.39 Million
-53,409 Reduced 73.13%
19,623 $864,000
Q3 2023

Nov 03, 2023
BUY
$38.77 - $43.1 $2.83 Million - $3.15 Million
73,032 New
73,032 $2.87 Million

Others Institutions Holding JPSE

# of Institutions
97
Shares Held
8.05M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN DIVERSIFIED RETURN

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