Oak Harbor Wealth Partners, LLC J P Morgan Diversified Return Transaction History

Oak Harbor Wealth Partners, LLC

  • $361 Million
  • Q2 2025

A detailed history of Oak Harbor Wealth Partners, LLC transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 19,370 shares of JPSE stock, worth $964,819. This represents 0.24% of its overall portfolio holdings.

Number of Shares
19,370
Previous 12,271 57.85%
Holding current value
$964,819
Previous $534,000 64.98%
% of portfolio
0.24%
Previous 0.16%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025
BUY
$38.2 - $45.49 $271,181 - $322,933
7,099 Added 57.85%
19,370 $881,000
Q1 2025

May 12, 2025
SELL
$42.78 - $48.51 $100,533 - $113,998
-2,350 Reduced 16.07%
12,271 $534,000
Q4 2024

Feb 07, 2025
SELL
$46.77 - $51.7 $385,057 - $425,646
-8,233 Reduced 36.02%
14,621 $686,000
Q3 2024

Nov 06, 2024
BUY
$43.03 - $48.28 $78,873 - $88,497
1,833 Added 8.72%
22,854 $1.1 Million
Q2 2024

Jul 18, 2024
BUY
$42.08 - $45.34 $10,520 - $11,335
250 Added 1.2%
21,021 $916,000
Q1 2024

Apr 23, 2024
BUY
$41.74 - $45.2 $866,981 - $938,849
20,771 New
20,771 $938,000

Others Institutions Holding JPSE

# of Institutions
108
Shares Held
9.19M
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 Oak Harbor Wealth Partners, LLC Portfolio

Follow Oak Harbor Wealth Partners, 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 Oak Harbor Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oak Harbor Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email