Wealthcare Advisory Partners LLC Jp Morgan Diversified Return I Transaction History

Wealthcare Advisory Partners LLC

$3.49 Billion
Q4 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in Jp Morgan Diversified Return I stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 4,882 shares of JPIN stock, worth $276,809. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,882

Previous 4,843 0.81%

Holding current value

$276,809

Previous $290,000 10.0%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$53.56 - $59.9 $2,088 - $2,336	39 Added 0.81%	4,882 $261,000
Q3 2024 Nov 04, 2024	BUY	$54.1 - $60.82 $811 - $912	15 Added 0.31%	4,843 $290,000
Q2 2024 Aug 09, 2024	BUY	$53.9 - $57.66 $1,563 - $1,672	29 Added 0.6%	4,828 $266,000
Q1 2024 Apr 15, 2024	BUY	$52.64 - $56.44 $52 - $56	1 Added 0.02%	4,799 $270,000
Q4 2023 Feb 06, 2024	BUY	$48.36 - $54.84 $2,466 - $2,796	51 Added 1.07%	4,798 $260,000
Q3 2023 Oct 12, 2023	SELL	$50.43 - $54.11 $23,197 - $24,890	-460 Reduced 8.83%	4,747 $239,000
Q2 2023 Jul 17, 2023	BUY	$51.16 - $54.21 $3,171 - $3,361	62 Added 1.21%	5,207 $270,000
Q1 2023 May 04, 2023	SELL	$49.3 - $53.28 $640 - $692	-13 Reduced 0.25%	5,145 $269,000
Q4 2022 Feb 13, 2023	BUY	$42.35 - $50.7 $218,441 - $261,510	5,158 New	5,158 $254,000

Others Institutions Holding JPIN

# of Institutions

105

Shares Held

4.18M

Call Options Held

Put Options Held

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About JP MORGAN DIVERSIFIED RETURN I

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Wealthcare Advisory Partners LLC Jp Morgan Diversified Return I Transaction History