Steward Partners Investment Advisory, LLC J P Morgan Diversified Return Transaction History

Steward Partners Investment Advisory, LLC

  • $11 Billion
  • Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 89 shares of JPSE stock, worth $3,882. This represents 0.0% of its overall portfolio holdings.

Number of Shares
89
Previous 43 106.98%
Holding current value
$3,882
Previous $2,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 06, 2025
BUY
$46.77 - $51.7 $2,151 - $2,378
46 Added 106.98%
89 $4,000
Q1 2023

May 15, 2023
BUY
$37.92 - $43.54 $1,630 - $1,872
43 New
43 $1,000

Others Institutions Holding JPSE

# of Institutions
109
Shares Held
9.72M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN DIVERSIFIED RETURN

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