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 4,843 shares of JPIN stock, worth $274,065. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,843
Previous 4,828 0.31%
Holding current value
$274,065
Previous $266,000 9.02%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About JP MORGAN DIVERSIFIED RETURN I


  • Ticker JPIN
  • Sector ETFs
  • Industry ETFs
More about JPIN
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