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

N.E.W. Advisory Services LLC

$1.02 Billion
Q2 2025

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 349 shares of JPSE stock, worth $17,383. This represents 0.0% of its overall portfolio holdings.

Number of Shares

349

Previous 9,987 96.51%

Holding current value

$17,383

Previous $435,000 96.55%

% of portfolio

0.0%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 18, 2025	SELL	$38.2 - $45.49 $368,171 - $438,432	-9,638 Reduced 96.51%	349 $15,000
Q1 2025 May 07, 2025	BUY	$42.78 - $48.51 $214,071 - $242,744	5,004 Added 100.42%	9,987 $435,000
Q4 2024 Jan 23, 2025	SELL	$46.77 - $51.7 $16,463 - $18,198	-352 Reduced 6.6%	4,983 $233,000
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

108

Shares Held

9.24M

Call Options Held

Put Options Held

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