Spire Wealth Management Jp Morgan Diversified Return I Transaction History

Spire Wealth Management

$3.13 Billion
Q4 2024

A detailed history of Spire Wealth Management transactions in Jp Morgan Diversified Return I stock. As of the latest transaction made, Spire Wealth Management holds 14,753 shares of JPIN stock, worth $835,314. This represents 0.03% of its overall portfolio holdings.

Number of Shares

14,753

Previous 14,782 0.2%

Holding current value

$835,314

Previous $888,000 11.04%

% of portfolio

0.03%

Previous 0.03%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$53.56 - $59.9 $1,553 - $1,737	-29 Reduced 0.2%	14,753 $790,000
Q3 2024 Oct 15, 2024	BUY	$54.1 - $60.82 $17,961 - $20,192	332 Added 2.3%	14,782 $888,000
Q2 2024 Jul 31, 2024	SELL	$53.9 - $57.66 $103,919 - $111,168	-1,928 Reduced 11.77%	14,450 $798,000
Q1 2024 Apr 24, 2024	BUY	$52.64 - $56.44 $28,952 - $31,042	550 Added 3.47%	16,378 $922,000
Q4 2023 Feb 06, 2024	SELL	$48.36 - $54.84 $125,929 - $142,803	-2,604 Reduced 14.13%	15,828 $859,000
Q3 2023 Nov 08, 2023	SELL	$50.43 - $54.11 $70,904 - $76,078	-1,406 Reduced 7.09%	18,432 $931,000
Q2 2023 Aug 09, 2023	BUY	$51.16 - $54.21 $207,044 - $219,387	4,047 Added 25.63%	19,838 $1.03 Million
Q1 2023 May 09, 2023	BUY	$49.3 - $53.28 $631,385 - $682,356	12,807 Added 429.19%	15,791 $826,000
Q4 2022 Feb 03, 2023	BUY	$42.35 - $50.7 $103,334 - $123,708	2,440 Added 448.53%	2,984 $147,000
Q3 2022 Nov 07, 2022	SELL	$42.55 - $51.46 $81,398 - $98,442	-1,913 Reduced 77.86%	544 $23,000
Q2 2022 Jul 22, 2022	SELL	$48.25 - $57.14 $136,258 - $161,363	-2,824 Reduced 53.47%	2,457 $120,000
Q1 2022 Apr 18, 2022	BUY	$53.48 - $60.03 $26,205 - $29,414	490 Added 10.23%	5,281 $298,000
Q4 2021 Jan 14, 2022	SELL	$58.11 - $61.62 $75,949 - $80,537	-1,307 Reduced 21.43%	4,791 $284,000
Q3 2021 Oct 22, 2021	BUY	$60.31 - $64.02 $120 - $128	2 Added 0.03%	6,098 $368,000
Q2 2021 Jul 26, 2021	SELL	$61.55 - $64.56 $48,686 - $51,066	-791 Reduced 11.49%	6,096 $381,000
Q1 2021 May 21, 2021	BUY	$58.26 - $61.7 $401,236 - $424,927	6,887 New	6,887 $420,000

Others Institutions Holding JPIN

# of Institutions

105

Shares Held

4.18M

Call Options Held

Put Options Held

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Spire Wealth Management Jp Morgan Diversified Return I Transaction History