A detailed history of O'Shaughnessy Asset Management, LLC transactions in Jpmorgan Diversified Return Us stock. As of the latest transaction made, O'Shaughnessy Asset Management, LLC holds 1,042 shares of JPUS stock, worth $119,486. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,042
Previous 1,042 -0.0%
Holding current value
$119,486
Previous $113,000 9.73%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 12, 2023

BUY
$91.13 - $100.92 $19,775 - $21,899
217 Added 26.3%
1,042 $99,000
Q4 2022

Feb 10, 2023

BUY
$86.35 - $99.6 $71,238 - $82,170
825 New
825 $78,000
Q4 2021

Feb 11, 2022

SELL
$96.89 - $106.04 $137,777 - $150,788
-1,422 Closed
0 $0
Q3 2021

Nov 10, 2021

BUY
$94.94 - $101.67 $78,325 - $83,877
825 Added 138.19%
1,422 $137,000
Q2 2021

Aug 09, 2021

BUY
$92.22 - $98.22 $55,055 - $58,637
597 New
597 $58,000

Others Institutions Holding JPUS

About JPMORGAN DIVERSIFIED RETURN US


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

Track O'Shaughnessy Asset Management, LLC Portfolio

Follow O'Shaughnessy Asset Management, 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 O'Shaughnessy Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on O'Shaughnessy Asset Management, LLC with notifications on news.