Teamwork Financial Advisors, LLC J P Morgan Diversified Return Transaction History

Teamwork Financial Advisors, LLC

  • $774 Million
  • Q2 2025

A detailed history of Teamwork Financial Advisors, LLC transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Teamwork Financial Advisors, LLC holds 5,253 shares of JPSE stock, worth $241,953. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,253
Previous 20,487 74.36%
Holding current value
$241,953
Previous $890,000 73.26%
% of portfolio
0.03%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 07, 2025
SELL
$38.2 - $45.49 $581,938 - $692,994
-15,234 Reduced 74.36%
5,253 $238,000
Q1 2025

Apr 10, 2025
SELL
$42.78 - $48.51 $1.6 Million - $1.82 Million
-37,417 Reduced 64.62%
20,487 $890,000
Q4 2024

Jan 17, 2025
SELL
$46.77 - $51.7 $12.9 Million - $14.2 Million
-275,221 Reduced 82.62%
57,904 $2.72 Million
Q3 2024

Oct 16, 2024
BUY
$43.03 - $48.28 $1.75 Million - $1.97 Million
40,754 Added 13.94%
333,125 $16 Million
Q2 2024

Aug 06, 2024
BUY
$42.08 - $45.34 $12.3 Million - $13.3 Million
292,371 New
292,371 $12.7 Million

Others Institutions Holding JPSE

# of Institutions
110
Shares Held
9.9M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN DIVERSIFIED RETURN

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  • Sector ETFs
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