Atria Wealth Solutions, Inc. J P Morgan Diversified Return Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 21,348 shares of JPSE stock, worth $931,199. This represents 0.01% of its overall portfolio holdings.

Number of Shares

21,348

Previous 20,643 3.42%

Holding current value

$931,199

Previous $991,000 1.01%

% of portfolio

0.01%

Previous 0.01%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$46.77 - $51.7 $32,972 - $36,448	705 Added 3.42%	21,348 $1 Million
Q3 2024 Nov 08, 2024	SELL	$43.03 - $48.28 $516 - $579	-12 Reduced 0.06%	20,643 $991,000
Q2 2024 Jul 22, 2024	BUY	$42.08 - $45.34 $63,751 - $68,690	1,515 Added 7.92%	20,655 $900,000
Q1 2024 May 13, 2024	BUY	$41.74 - $45.2 $18,866 - $20,430	452 Added 2.42%	19,140 $865,000
Q4 2023 Feb 02, 2024	SELL	$36.92 - $44.74 $52,204 - $63,262	-1,414 Reduced 7.03%	18,688 $823,000
Q3 2023 Nov 08, 2023	BUY	$38.77 - $43.1 $19,540 - $21,722	504 Added 2.57%	20,102 $789,000
Q2 2023 Aug 03, 2023	BUY	$37.79 - $40.96 $227,193 - $246,251	6,012 Added 44.25%	19,598 $802,000
Q1 2023 Aug 22, 2023	BUY	$37.92 - $43.54 $31,966 - $36,704	843 Added 4.3%	20,441 $814,000
Q1 2023 Jun 14, 2023	SELL	$37.92 - $43.54 $259,941 - $298,466	-6,855 Reduced 33.54%	13,586 $541,000
Q1 2023 May 10, 2023	BUY	$37.92 - $43.54 $259,941 - $298,466	6,855 Added 50.46%	20,441 $814,000
Q4 2022 Aug 30, 2023	SELL	$36.1 - $41.8 $217,033 - $251,301	-6,012 Reduced 30.68%	13,586 $526,000
Q4 2022 Feb 13, 2023	BUY	$36.1 - $41.8 $324 - $376	9 Added 0.07%	13,586 $526,000
Q3 2022 Nov 14, 2022	SELL	$35.2 - $43.26 $12,179 - $14,967	-346 Reduced 2.49%	13,577 $480,000
Q2 2022 Aug 15, 2022	BUY	$36.34 - $44.25 $305,873 - $372,452	8,417 Added 152.87%	13,923 $521,000
Q1 2022 May 16, 2022	BUY	$40.95 - $46.65 $225,470 - $256,854	5,506 New	5,506 $241,000

Others Institutions Holding JPSE

# of Institutions

109

Shares Held

9.72M

Call Options Held

Put Options Held

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About J P MORGAN DIVERSIFIED RETURN

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Atria Wealth Solutions, Inc. J P Morgan Diversified Return Transaction History