Apella Capital, LLC Jp Morgan Diversified Return I Transaction History

Apella Capital, LLC

$4.28 Billion
Q3 2025

A detailed history of Apella Capital, LLC transactions in Jp Morgan Diversified Return I stock. As of the latest transaction made, Apella Capital, LLC holds 18,326 shares of JPIN stock, worth $1.25 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

18,326

Previous 18,311 0.08%

Holding current value

$1.25 Million

Previous $1.17 Million 3.92%

% of portfolio

0.03%

Previous 0.03%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$63.14 - $67.96 $947 - $1,019	15 Added 0.08%	18,326 $1.22 Million
Q2 2025 Jul 08, 2025	SELL	$52.18 - $64.25 $834 - $1,028	-16 Reduced 0.09%	18,311 $1.17 Million
Q1 2025 Apr 10, 2025	SELL	$52.75 - $58.91 $13,926 - $15,552	-264 Reduced 1.42%	18,327 $1.05 Million
Q4 2024 Jan 14, 2025	BUY	$53.56 - $59.9 $4,070 - $4,552	76 Added 0.41%	18,591 $995,000
Q3 2024 Oct 03, 2024	SELL	$54.1 - $60.82 $2,001 - $2,250	-37 Reduced 0.2%	18,515 $1.11 Million

Q2 2024 Jul 10, 2024	SELL	$53.9 - $57.66 $8,624 - $9,225	-160 Reduced 0.86%	18,552 $1.03 Million
Q1 2024 Apr 10, 2024	SELL	$52.64 - $56.44 $9,948 - $10,667	-189 Reduced 1.0%	18,712 $1.05 Million
Q4 2023 Jan 05, 2024	SELL	$48.36 - $54.84 $193,246 - $219,140	-3,996 Reduced 17.45%	18,901 $1.03 Million
Q3 2023 Oct 10, 2023	SELL	$50.43 - $54.11 $10,388 - $11,146	-206 Reduced 0.89%	22,897 $1.16 Million
Q2 2023 Jul 06, 2023	SELL	$51.16 - $54.21 $19,850 - $21,033	-388 Reduced 1.65%	23,103 $1.2 Million
Q4 2022 Jan 10, 2023	SELL	$42.35 - $50.7 $112,651 - $134,862	-2,660 Reduced 10.17%	23,491 $0
Q3 2022 Oct 11, 2022	BUY	$42.55 - $51.46 $638 - $771	15 Added 0.06%	26,151 $1.12 Million
Q2 2022 Jul 08, 2022	SELL	$48.25 - $57.14 $28,998 - $34,341	-601 Reduced 2.25%	26,136 $1.28 Million
Q1 2022 Apr 11, 2022	SELL	$53.48 - $60.03 $289,487 - $324,942	-5,413 Reduced 16.84%	26,737 $0
Q4 2021 Jan 13, 2022	SELL	$58.11 - $61.62 $2.41 Million - $2.55 Million	-41,443 Reduced 56.31%	32,150 $1.9 Million
Q3 2021 Jan 18, 2022	BUY	$60.31 - $64.02 $6,694 - $7,106	111 Added 0.15%	73,593 $4.44 Million
Q3 2021 Oct 12, 2021	BUY	$60.31 - $64.02 $860,261 - $913,181	14,264 Added 24.09%	73,482 $4.43 Million
Q2 2021 Jul 02, 2021	BUY	$61.55 - $64.56 $3.64 Million - $3.82 Million	59,218 New	59,218 $3.7 Million

Others Institutions Holding JPIN

# of Institutions

115

Shares Held

4.21M

Call Options Held

Put Options Held

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About JP MORGAN DIVERSIFIED RETURN I

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Apella Capital, LLC Jp Morgan Diversified Return I Transaction History