Personal Cfo Solutions, LLC J P Morgan Diversified Return Transaction History

Personal Cfo Solutions, LLC

$600 Million
Q1 2024

A detailed history of Personal Cfo Solutions, LLC transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 31,548 shares of JPSE stock, worth $1.38 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

31,548

Previous 29,381 7.38%

Holding current value

$1.38 Million

Previous $1.29 Million 10.12%

% of portfolio

0.24%

Previous 0.23%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$41.74 - $45.2 $90,450 - $97,948	2,167 Added 7.38%	31,548 $1.43 Million
Q4 2023 Feb 13, 2024	BUY	$36.92 - $44.74 $113,898 - $138,022	3,085 Added 11.73%	29,381 $1.29 Million
Q3 2023 Nov 13, 2023	BUY	$38.77 - $43.1 $247,817 - $275,495	6,392 Added 32.11%	26,296 $1.03 Million
Q2 2023 Aug 10, 2023	BUY	$37.79 - $40.96 $255,498 - $276,930	6,761 Added 51.44%	19,904 $815,000
Q1 2023 May 09, 2023	BUY	$37.92 - $43.54 $103,521 - $118,864	2,730 Added 26.22%	13,143 $523,000

Q4 2022 Feb 14, 2023	BUY	$38.15 - $41.8 $397,255 - $435,263	10,413 New	10,413 $403,000

Others Institutions Holding JPSE

# of Institutions

Shares Held

6.89M

Call Options Held

Put Options Held

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About J P MORGAN DIVERSIFIED RETURN

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Personal Cfo Solutions, LLC J P Morgan Diversified Return Transaction History