A detailed history of Etesian Wealth Advisors, Inc. transactions in Jpmorgan Diversified Return Us stock. As of the latest transaction made, Etesian Wealth Advisors, Inc. holds 8,617 shares of JPUS stock, worth $1.02 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
8,617
Previous 16,380 47.39%
Holding current value
$1.02 Million
Previous $1.79 Billion 42.33%
% of portfolio
0.47%
Previous 1.01%

Shares

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

Oct 18, 2024

SELL
$108.5 - $119.68 $842,285 - $929,075
-7,763 Reduced 47.39%
8,617 $1.03 Billion
Q2 2024

Jul 25, 2024

SELL
$105.76 - $111.62 $342,768 - $361,760
-3,241 Reduced 16.52%
16,380 $1.79 Billion
Q1 2024

Apr 12, 2024

SELL
$101.27 - $112.0 $120,308 - $133,056
-1,188 Reduced 5.71%
19,621 $2.2 Billion
Q4 2023

Jan 16, 2024

BUY
$89.72 - $103.13 $17,315 - $19,904
193 Added 0.94%
20,809 $2.14 Billion
Q4 2023

Jan 12, 2024

BUY
$89.72 - $103.13 $17,315 - $19,904
193 Added 0.94%
20,809 $2.14 Billion
Q3 2023

Jan 16, 2024

BUY
$93.76 - $100.98 $73,039 - $78,663
779 Added 3.93%
20,616 $1.94 Billion
Q3 2023

Oct 19, 2023

BUY
$93.76 - $100.98 $73,039 - $78,663
779 Added 3.93%
20,616 $1.94 Billion
Q2 2023

Jan 16, 2024

SELL
$91.99 - $97.77 $34,956 - $37,152
-380 Reduced 1.88%
19,837 $1.94 Billion
Q2 2023

Oct 19, 2023

SELL
$91.99 - $97.77 $34,956 - $37,152
-380 Reduced 1.88%
19,837 $1.94 Billion
Q1 2023

Jan 16, 2024

BUY
$91.13 - $100.92 $19,501 - $21,596
214 Added 1.07%
20,217 $1.93 Billion
Q1 2023

Oct 19, 2023

BUY
$91.13 - $100.92 $19,501 - $21,596
214 Added 1.07%
20,217 $1.93 Billion
Q4 2022

Jan 16, 2024

SELL
$86.35 - $99.6 $69,598 - $80,277
-806 Reduced 3.87%
20,003 $1.9 Billion
Q4 2022

Oct 19, 2023

BUY
$86.35 - $99.6 $1.73 Million - $1.99 Million
20,003 New
20,003 $1.9 Billion

Others Institutions Holding JPUS

About JPMORGAN DIVERSIFIED RETURN US


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