Planning Alternatives LTD Jpmorgan Diversified Return Us Transaction History

Planning Alternatives LTD

$653 Million
Q3 2024

A detailed history of Planning Alternatives LTD transactions in Jpmorgan Diversified Return Us stock. As of the latest transaction made, Planning Alternatives LTD holds 516,873 shares of JPUS stock, worth $61.7 Million. This represents 9.47% of its overall portfolio holdings.

Number of Shares

516,873

Previous 516,746 0.02%

Holding current value

$61.7 Million

Previous $56.4 Million 9.64%

% of portfolio

9.47%

Previous 9.14%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$108.5 - $119.68 $13,779 - $15,199	127 Added 0.02%	516,873 $61.9 Million
Q2 2024 Jul 25, 2024	BUY	$105.76 - $111.62 $52,139 - $55,028	493 Added 0.1%	516,746 $56.4 Million
Q1 2024 Apr 17, 2024	SELL	$101.27 - $112.0 $217,933 - $241,024	-2,152 Reduced 0.42%	516,253 $57.8 Million
Q4 2023 Jan 23, 2024	BUY	$89.72 - $103.13 $426,798 - $490,589	4,757 Added 0.93%	518,405 $53.3 Million
Q3 2023 Oct 17, 2023	SELL	$93.76 - $100.98 $391,448 - $421,591	-4,175 Reduced 0.81%	513,648 $48.2 Million
Q2 2023 Jul 18, 2023	BUY	$91.99 - $97.77 $407,607 - $433,218	4,431 Added 0.86%	517,823 $50.6 Million
Q1 2023 May 04, 2023	BUY	$91.13 - $100.92 $173,420 - $192,050	1,903 Added 0.37%	513,392 $49.1 Million
Q4 2022 Jan 19, 2023	SELL	$86.35 - $99.6 $1.75 Million - $2.02 Million	-20,254 Reduced 3.81%	511,489 $0
Q3 2022 Oct 12, 2022	SELL	$85.5 - $101.83 $34,029 - $40,528	-398 Reduced 0.07%	531,743 $45.5 Million
Q2 2022 Jul 20, 2022	BUY	$89.02 - $106.83 $333,825 - $400,612	3,750 Added 0.71%	532,141 $48.7 Million
Q1 2022 Apr 28, 2022	BUY	$97.56 - $106.35 $233,656 - $254,708	2,395 Added 0.46%	528,391 $55.2 Million
Q4 2021 Jan 25, 2022	SELL	$96.89 - $106.04 $412,654 - $451,624	-4,259 Reduced 0.8%	525,996 $55.8 Million
Q3 2021 Oct 19, 2021	SELL	$94.94 - $101.67 $4,272 - $4,575	-45 Reduced 0.01%	530,255 $51 Million
Q2 2021 Jul 15, 2021	BUY	$92.22 - $98.22 $2.36 Million - $2.51 Million	25,588 Added 5.07%	530,300 $51.3 Million
Q1 2021 Apr 14, 2021	BUY	$82.76 - $91.73 $1.31 Million - $1.45 Million	15,848 Added 3.24%	504,712 $46.1 Million
Q4 2020 Jan 29, 2021	BUY	$73.3 - $83.94 $1.15 Million - $1.32 Million	15,700 Added 3.32%	488,864 $40.9 Million
Q3 2020 Oct 14, 2020	BUY	$68.99 - $77.52 $5.41 Million - $6.07 Million	78,349 Added 19.84%	473,164 $35 Million
Q2 2020 Jul 24, 2020	BUY	$55.84 - $75.47 $1.79 Million - $2.42 Million	32,054 Added 8.84%	394,815 $27.4 Million
Q1 2020 May 04, 2020	BUY	$49.95 - $81.47 $2.02 Million - $3.3 Million	40,512 Added 12.57%	362,761 $21.3 Million
Q4 2019 Jan 27, 2020	BUY	$73.54 - $80.24 $4.71 Million - $5.14 Million	64,047 Added 24.8%	322,249 $25.7 Million
Q3 2019 Oct 16, 2019	BUY	$75.53 - $76.66 $479,615 - $486,791	6,350 Added 2.52%	258,202 $19.6 Million
Q2 2019 Jul 24, 2019	BUY	N/A	840 Added 0.33%	251,852 $18.9 Million
Q1 2019 May 06, 2019	SELL	N/A	-19,590 Reduced 7.24%	251,012 $18.4 Million
Q4 2018 Feb 07, 2019	SELL	N/A	-3,666 Reduced 1.34%	270,602 $17.6 Million
Q3 2018 Oct 29, 2018	BUY	N/A	10,688 Added 4.05%	274,268 $20.4 Million
Q2 2018 Jul 26, 2018	BUY	N/A	49,664 Added 23.22%	263,580 $18.7 Million
Q1 2018 May 01, 2018	BUY	N/A	183,013 Added 592.22%	213,916 $14.9 Million
Q4 2017 Feb 02, 2018	BUY	N/A	27,571 Added 827.46%	30,903 $2.18 Million
Q3 2017 Oct 19, 2017	BUY	N/A	3,332	3,332 $224,000

Others Institutions Holding JPUS

# of Institutions

Shares Held

3.01M

Call Options Held

Put Options Held

View Full List

About JPMORGAN DIVERSIFIED RETURN US

Ticker JPUS
Sector ETFs
Industry ETFs

More about JPUS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Planning Alternatives LTD , based on Form 13F filings with the SEC.

News

Stay updated on Planning Alternatives LTD with notifications on news.

Account

Planning Alternatives LTD Jpmorgan Diversified Return Us Transaction History