New Edge Advisors, LLC J P Morgan Diversified Return Transaction History

New Edge Advisors, LLC

  • $11.2 Billion
  • Q1 2024

A detailed history of New Edge Advisors, LLC transactions in J P Morgan Diversified Return stock. As of the latest transaction made, New Edge Advisors, LLC holds 31,093 shares of JPSE stock, worth $1.34 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
31,093
Previous 32,639 4.74%
Holding current value
$1.34 Million
Previous $1.44 Million 2.29%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 14, 2024
SELL
$41.74 - $45.2 $64,530 - $69,879
-1,546 Reduced 4.74%
31,093 $1.41 Million
Q4 2023

Feb 13, 2024
BUY
$36.92 - $44.74 $127,521 - $154,531
3,454 Added 11.83%
32,639 $1.44 Million
Q3 2023

Nov 14, 2023
BUY
$38.77 - $43.1 $75,950 - $84,432
1,959 Added 7.2%
29,185 $1.15 Million
Q2 2023

Aug 14, 2023
BUY
$37.79 - $40.96 $107,059 - $116,039
2,833 Added 11.61%
27,226 $1.12 Million
Q1 2023

May 12, 2023
BUY
$37.92 - $43.54 $26,430 - $30,347
697 Added 2.94%
24,393 $972,000
Q4 2022

Feb 14, 2023
BUY
$38.15 - $41.8 $904,002 - $990,492
23,696 New
23,696 $917,000

Others Institutions Holding JPSE

# of Institutions
92
Shares Held
6.89M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN DIVERSIFIED RETURN

JPSE Quotes by TradingView
  • Ticker JPSE
  • Sector ETFs
  • Industry ETFs
More about JPSE
Track This Portfolio

Track New Edge Advisors, LLC Portfolio

Follow New Edge Advisors, LLC 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 New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email