A detailed history of Creative One Wealth, LLC transactions in Jpmorgan Diversified Return Us stock. As of the latest transaction made, Creative One Wealth, LLC holds 4,573 shares of JPUS stock, worth $527,861. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,573
Previous 4,141 10.43%
Holding current value
$527,861
Previous $452,000 21.02%
% of portfolio
0.02%
Previous 0.02%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$108.5 - $119.68 $46,872 - $51,701
432 Added 10.43%
4,573 $547,000
Q2 2024

Aug 14, 2024

SELL
$105.76 - $111.62 $67,792 - $71,548
-641 Reduced 13.4%
4,141 $452,000
Q1 2024

May 14, 2024

SELL
$101.27 - $112.0 $141,575 - $156,576
-1,398 Reduced 22.62%
4,782 $536,000
Q4 2023

Feb 09, 2024

SELL
$89.72 - $103.13 $262,072 - $301,242
-2,921 Reduced 32.1%
6,180 $635,000
Q3 2023

Oct 17, 2023

SELL
$93.76 - $100.98 $744,829 - $802,185
-7,944 Reduced 46.61%
9,101 $855,000
Q2 2023

Aug 16, 2023

SELL
$91.99 - $97.77 $9.55 Million - $10.1 Million
-103,777 Reduced 85.89%
17,045 $1.67 Million
Q2 2023

Aug 14, 2023

SELL
$91.99 - $97.77 $2.62 Million - $2.78 Million
-28,479 Reduced 19.07%
120,822 $11.1 Million
Q1 2023

May 15, 2023

BUY
$91.13 - $100.92 $365,795 - $405,092
4,014 Added 2.76%
149,301 $14.3 Million
Q4 2022

Feb 14, 2023

SELL
$86.35 - $99.6 $502,902 - $580,070
-5,824 Reduced 3.85%
145,287 $13.8 Million
Q3 2022

Nov 14, 2022

BUY
$85.5 - $101.83 $271,633 - $323,513
3,177 Added 2.15%
151,111 $12.9 Million
Q2 2022

Aug 12, 2022

SELL
$89.02 - $106.83 $1.84 Million - $2.21 Million
-20,675 Reduced 12.26%
147,934 $13.5 Million
Q1 2022

May 13, 2022

BUY
$97.56 - $106.35 $644,383 - $702,441
6,605 Added 4.08%
168,609 $17.6 Million
Q4 2021

Feb 15, 2022

BUY
$96.89 - $106.04 $2.78 Million - $3.04 Million
28,674 Added 21.51%
162,004 $17.2 Million
Q3 2021

Nov 16, 2021

SELL
$94.94 - $101.67 $1.81 Million - $1.94 Million
-19,111 Reduced 12.54%
133,330 $12.9 Million
Q2 2021

Aug 13, 2021

SELL
$92.22 - $98.22 $827,766 - $881,622
-8,976 Reduced 5.56%
152,441 $14.7 Million
Q1 2021

May 17, 2021

SELL
$82.76 - $91.73 $3.31 Million - $3.67 Million
-39,986 Reduced 19.85%
161,417 $14.7 Million
Q4 2020

Feb 12, 2021

SELL
$73.3 - $83.94 $3.92 Million - $4.49 Million
-53,546 Reduced 21.0%
201,403 $16.8 Million
Q3 2020

Nov 13, 2020

SELL
$68.99 - $77.52 $5.73 Million - $6.44 Million
-83,084 Reduced 24.58%
254,949 $18.9 Million
Q2 2020

Aug 13, 2020

SELL
$55.84 - $75.47 $2.52 Million - $3.41 Million
-45,185 Reduced 11.79%
338,033 $23.5 Million
Q1 2020

May 14, 2020

SELL
$49.95 - $81.47 $185,414 - $302,416
-3,712 Reduced 0.96%
383,218 $22.5 Million
Q4 2019

Feb 13, 2020

SELL
$73.54 - $80.24 $3.76 Million - $4.1 Million
-51,155 Reduced 11.68%
386,930 $30.8 Million
Q3 2019

Nov 13, 2019

SELL
$75.53 - $76.66 $4.46 Million - $4.52 Million
-58,995 Reduced 11.87%
438,085 $33.3 Million
Q2 2019

Aug 15, 2019

BUY
N/A
15,439 Added 3.21%
497,080 $37.2 Million
Q1 2019

May 15, 2019

BUY
N/A
114,101 Added 31.04%
481,641 $35.2 Million
Q4 2018

Feb 14, 2019

BUY
N/A
65,436 Added 21.66%
367,540 $23.8 Million
Q3 2018

Nov 14, 2018

BUY
N/A
48,451 Added 19.1%
302,104 $22.5 Million
Q2 2018

Aug 14, 2018

BUY
N/A
56,368 Added 28.57%
253,653 $18 Million
Q1 2018

May 14, 2018

BUY
N/A
197,285 New
197,285 $13.7 Million

Others Institutions Holding JPUS

About JPMORGAN DIVERSIFIED RETURN US


  • Ticker JPUS
  • Sector ETFs
  • Industry ETFs
More about JPUS
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