Bell Investment Advisors, Inc J P Morgan Diversified Return Transaction History

Bell Investment Advisors, Inc

  • $603 Million
  • Q3 2025

A detailed history of Bell Investment Advisors, Inc transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Bell Investment Advisors, Inc holds 236 shares of JPSE stock, worth $11,564. This represents 0.0% of its overall portfolio holdings.

Number of Shares
236
Previous 253 6.72%
Holding current value
$11,564
Previous $11,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 21, 2025
SELL
$45.04 - $50.93 $765 - $865
-17 Reduced 6.72%
236 $11,000
Q2 2025

Aug 08, 2025
SELL
$38.2 - $45.49 $4,393 - $5,231
-115 Reduced 31.25%
253 $11,000
Q1 2024

May 08, 2024
BUY
$41.74 - $45.2 $4,841 - $5,243
116 Added 46.03%
368 $16,000
Q4 2023

Feb 14, 2024
BUY
$36.92 - $44.74 $9,303 - $11,274
252 New
252 $11,000

Others Institutions Holding JPSE

# of Institutions
108
Shares Held
9.05M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN DIVERSIFIED RETURN

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