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

Oak Harbor Wealth Partners, LLC

  • $349 Million
  • Q3 2024

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 22,854 shares of JPSE stock, worth $1.16 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
22,854
Previous 21,021 8.72%
Holding current value
$1.16 Million
Previous $916,000 19.76%
% of portfolio
0.31%
Previous 0.29%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
97
Shares Held
8.05M
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
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