Steward Partners Investment Advisory, LLC Jp Morgan Diversified Return I Transaction History

Steward Partners Investment Advisory, LLC

  • $11 Billion
  • Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Jp Morgan Diversified Return I stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 28,435 shares of JPIN stock, worth $1.71 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
28,435
Previous 28,393 0.15%
Holding current value
$1.71 Million
Previous $1.71 Million 10.73%
% of portfolio
0.01%
Previous 0.02%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$53.56 - $59.9 $2,249 - $2,515
42 Added 0.15%
28,435 $1.52 Million
Q3 2024

Nov 14, 2024
BUY
$54.1 - $60.82 $212,721 - $239,144
3,932 Added 16.07%
28,393 $1.71 Million
Q2 2024

Aug 08, 2024
BUY
$53.9 - $57.66 $45,545 - $48,722
845 Added 3.58%
24,461 $1.35 Million
Q1 2024

May 15, 2024
BUY
$52.64 - $56.44 $134,389 - $144,091
2,553 Added 12.12%
23,616 $1.33 Million
Q4 2023

Feb 12, 2024
BUY
$48.36 - $54.84 $40,187 - $45,572
831 Added 4.11%
21,063 $1.14 Million
Q3 2023

Nov 13, 2023
BUY
$50.43 - $54.11 $37,721 - $40,474
748 Added 3.84%
20,232 $1.02 Million
Q2 2023

Aug 14, 2023
BUY
$51.16 - $54.21 $1,432 - $1,517
28 Added 0.14%
19,484 $1.01 Million
Q1 2023

May 15, 2023
SELL
$49.3 - $53.28 $136,511 - $147,532
-2,769 Reduced 12.46%
19,456 $1.02 Million
Q4 2022

Feb 15, 2023
BUY
$42.35 - $50.7 $274,300 - $328,383
6,477 Added 41.13%
22,225 $1.1 Million
Q3 2022

Nov 10, 2022
BUY
$42.55 - $51.46 $662,418 - $801,129
15,568 Added 8648.89%
15,748 $674,000
Q2 2022

Aug 04, 2022
SELL
$48.25 - $57.14 $34,498 - $40,855
-715 Reduced 79.89%
180 $9,000
Q4 2021

Feb 08, 2022
BUY
$58.11 - $61.62 $10,459 - $11,091
180 Added 25.17%
895 $53,000
Q1 2021

May 14, 2021
BUY
$58.26 - $61.7 $2,913 - $3,085
50 Added 7.52%
715 $0
Q4 2020

Feb 11, 2021
SELL
$49.86 - $58.47 $1,346 - $1,578
-27 Reduced 3.9%
665 $39,000
Q2 2020

Aug 06, 2020
SELL
$41.38 - $52.51 $165,520 - $210,040
-4,000 Reduced 85.25%
692 $34,000
Q1 2020

Apr 29, 2020
SELL
$37.71 - $57.78 $278,978 - $427,456
-7,398 Reduced 61.19%
4,692 $202,000
Q4 2019

Jan 17, 2020
BUY
$51.93 - $57.61 $198,112 - $219,782
3,815 Added 46.1%
12,090 $690,000
Q3 2019

Oct 30, 2019
SELL
$52.99 - $54.15 $113,133 - $115,610
-2,135 Reduced 20.51%
8,275 $439,000
Q2 2019

Jul 25, 2019
BUY
N/A
10,410 New
10,410 $566,000
Q4 2018

Jan 15, 2019
SELL
N/A
-1,730 Closed
0 $0
Q3 2018

Oct 23, 2018
BUY
N/A
1,730 New
1,730 $101,000

Others Institutions Holding JPIN

# of Institutions
108
Shares Held
4.14M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN DIVERSIFIED RETURN I

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