Beacon Investment Advisory Services, Inc. Jpmorgan Diversified Return Us Transaction History

Beacon Investment Advisory Services, Inc.

$2.29 Billion
Q4 2024

A detailed history of Beacon Investment Advisory Services, Inc. transactions in Jpmorgan Diversified Return Us stock. As of the latest transaction made, Beacon Investment Advisory Services, Inc. holds 4,077 shares of JPUS stock, worth $479,618. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,077

Previous 4,077 -0.0%

Holding current value

$479,618

Previous $487,000 4.52%

% of portfolio

0.02%

Previous 0.02%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	SELL	$101.27 - $112.0 $78,484 - $86,800	-775 Reduced 15.97%	4,077 $456,000
Q1 2023 May 04, 2023	SELL	$91.13 - $100.92 $123,481 - $136,746	-1,355 Reduced 21.83%	4,852 $463,000
Q4 2022 Jan 13, 2023	SELL	$86.35 - $99.6 $159,747 - $184,260	-1,850 Reduced 22.96%	6,207 $0
Q2 2022 Jul 21, 2022	SELL	$89.02 - $106.83 $30,533 - $36,642	-343 Reduced 4.08%	8,057 $737,000
Q1 2022 May 12, 2022	SELL	$97.56 - $106.35 $28,292 - $30,841	-290 Reduced 3.34%	8,400 $878,000
Q3 2021 Nov 09, 2021	SELL	$94.94 - $101.67 $48,039 - $51,445	-506 Reduced 5.5%	8,690 $836,000
Q1 2021 May 21, 2021	SELL	$82.76 - $91.73 $17,379 - $19,263	-210 Reduced 2.23%	9,196 $840,000
Q4 2020 Feb 08, 2021	SELL	$73.3 - $83.94 $4,031 - $4,616	-55 Reduced 0.58%	9,406 $787,000
Q3 2020 Oct 29, 2020	SELL	$68.99 - $77.52 $13,797 - $15,504	-200 Reduced 2.07%	9,461 $700,000
Q2 2020 Jul 28, 2020	SELL	$55.84 - $75.47 $411,652 - $556,364	-7,372 Reduced 43.28%	9,661 $670,000
Q1 2020 May 05, 2020	SELL	$49.95 - $81.47 $200,499 - $327,020	-4,014 Reduced 19.07%	17,033 $999,000
Q4 2019 Jan 31, 2020	SELL	$73.54 - $80.24 $1.44 Million - $1.57 Million	-19,602 Reduced 48.22%	21,047 $1.68 Million
Q3 2019 Oct 29, 2019	SELL	$75.53 - $76.66 $8.62 Million - $8.75 Million	-114,136 Reduced 73.74%	40,649 $3.09 Million
Q2 2019 Aug 07, 2019	SELL	N/A	-9,142 Reduced 5.58%	154,785 $11.6 Million
Q1 2019 May 15, 2019	BUY	N/A	11,055 Added 7.23%	163,927 $12 Million
Q4 2018 Feb 08, 2019	SELL	N/A	-9,253 Reduced 5.71%	152,872 $9.92 Million
Q3 2018 Nov 09, 2018	SELL	N/A	-10,194 Reduced 5.92%	162,125 $12.1 Million
Q2 2018 Aug 09, 2018	SELL	N/A	-4,909 Reduced 2.77%	172,319 $12.2 Million
Q1 2018 Apr 26, 2018	SELL	N/A	-2,066 Reduced 1.15%	177,228 $12.4 Million
Q4 2017 Feb 02, 2018	SELL	N/A	-7,737 Reduced 4.14%	179,294 $12.6 Million
Q3 2017 Nov 14, 2017	BUY	N/A	187,031	187,031 $12.6 Million

Others Institutions Holding JPUS

# of Institutions

Shares Held

3.11M

Call Options Held

Put Options Held

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Beacon Investment Advisory Services, Inc. Jpmorgan Diversified Return Us Transaction History