Planning Alternatives LTD Jpmorgan Diversified Return Us Transaction History

Planning Alternatives LTD

  • $618 Million
  • Q2 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 516,746 shares of JPUS stock, worth $59.8 Million. This represents 9.14% of its overall portfolio holdings.

Number of Shares
516,746
Previous 516,253 0.1%
Holding current value
$59.8 Million
Previous $57.8 Million 2.42%
% of portfolio
9.14%
Previous 9.5%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$92.69 - $99.6 $1.88 Million - $2.02 Million
-20,254 Reduced 3.81%
511,489 $0
Q3 2022

Oct 12, 2022
SELL
N/A
-398 Reduced 0.07%
531,743 $45.5 Million
Q2 2022

Jul 20, 2022
BUY
N/A
3,750 Added 0.71%
532,141 $48.7 Million
Q1 2022

Apr 28, 2022
BUY
N/A
2,395 Added 0.46%
528,391 $55.2 Million
Q4 2021

Jan 25, 2022
SELL
N/A
-4,259 Reduced 0.8%
525,996 $55.8 Million
Q3 2021

Oct 19, 2021
SELL
N/A
-45 Reduced 0.01%
530,255 $51 Million
Q2 2021

Jul 15, 2021
BUY
N/A
25,588 Added 5.07%
530,300 $51.3 Million
Q1 2021

Apr 14, 2021
BUY
N/A
15,848 Added 3.24%
504,712 $46.1 Million
Q4 2020

Jan 29, 2021
BUY
N/A
15,700 Added 3.32%
488,864 $40.9 Million
Q3 2020

Oct 14, 2020
BUY
N/A
78,349 Added 19.84%
473,164 $35 Million
Q2 2020

Jul 24, 2020
BUY
N/A
32,054 Added 8.84%
394,815 $27.4 Million
Q1 2020

May 04, 2020
BUY
N/A
40,512 Added 12.57%
362,761 $21.3 Million
Q4 2019

Jan 27, 2020
BUY
N/A
64,047 Added 24.8%
322,249 $25.7 Million
Q3 2019

Oct 16, 2019
BUY
N/A
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
84
Shares Held
3.07M
Call Options Held
0
Put Options Held
0
View Full List

About JPMORGAN DIVERSIFIED RETURN US

JPUS Quotes by TradingView
  • Ticker JPUS
  • Sector ETFs
  • Industry ETFs
More about JPUS
Track This Portfolio

Track Planning Alternatives LTD Portfolio

Follow Planning Alternatives LTD 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 Planning Alternatives LTD , based on Form 13F filings with the SEC.

News

Stay updated on Planning Alternatives LTD with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email