Planning Alternatives LTD Jpmorgan Diversified Return Us Transaction History

Planning Alternatives LTD

$648 Million
Q1 2025

A detailed history of Planning Alternatives LTD transactions in Jpmorgan Diversified Return Us stock. As of the latest transaction made, Planning Alternatives LTD holds 236,118 shares of JPUS stock, worth $28.5 Million. This represents 4.2% of its overall portfolio holdings.

Number of Shares

236,118

Previous 526,199 55.13%

Holding current value

$28.5 Million

Previous $60 Million 54.7%

% of portfolio

4.2%

Previous 9.3%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$111.89 - $119.08 $32.5 Million - $34.5 Million	-290,081 Reduced 55.13%	236,118 $27.2 Million
Q4 2024 Feb 06, 2025	BUY	$114.05 - $123.77 $1.06 Million - $1.15 Million	9,326 Added 1.8%	526,199 $60 Million
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

2.65M

Call Options Held

Put Options Held

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Planning Alternatives LTD Jpmorgan Diversified Return Us Transaction History