Hartford Financial Management Inc. J P Morgan Diversified Return Transaction History

Hartford Financial Management Inc.

$347 Million
Q3 2025

A detailed history of Hartford Financial Management Inc. transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Hartford Financial Management Inc. holds 320,994 shares of JPSE stock, worth $15.7 Million. This represents 4.61% of its overall portfolio holdings.

Number of Shares

320,994

Previous 315,333 1.8%

Holding current value

$15.7 Million

Previous $14.3 Million 11.46%

% of portfolio

4.61%

Previous 4.33%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$45.04 - $50.93 $254,971 - $288,314	5,661 Added 1.8%	320,994 $16 Million
Q2 2025 Jul 31, 2025	BUY	$38.2 - $45.49 $5.95 Million - $7.09 Million	155,815 Added 97.68%	315,333 $14.3 Million
Q1 2025 Apr 21, 2025	SELL	$42.78 - $48.51 $65,111 - $73,832	-1,522 Reduced 0.95%	159,518 $6.95 Million
Q4 2024 Jan 23, 2025	SELL	$46.77 - $51.7 $42,233 - $46,685	-903 Reduced 0.56%	161,040 $7.56 Million
Q3 2024 Oct 28, 2024	BUY	$43.03 - $48.28 $14,458 - $16,222	336 Added 0.21%	161,943 $7.78 Million

Q2 2024 Aug 09, 2024	SELL	$42.08 - $45.34 $30,465 - $32,826	-724 Reduced 0.45%	161,607 $7.05 Million
Q1 2024 Apr 24, 2024	SELL	$41.74 - $45.2 $1,210 - $1,310	-29 Reduced 0.02%	162,331 $7.34 Million
Q4 2023 Jan 29, 2024	SELL	$36.92 - $44.74 $62,911 - $76,236	-1,704 Reduced 1.04%	162,360 $7.15 Million
Q3 2023 Oct 24, 2023	SELL	$38.77 - $43.1 $29,232 - $32,497	-754 Reduced 0.46%	164,064 $6.45 Million
Q2 2023 Jul 26, 2023	SELL	$37.79 - $40.96 $30,005 - $32,522	-794 Reduced 0.48%	164,818 $6.75 Million
Q1 2023 Apr 25, 2023	BUY	$37.92 - $43.54 $6,636 - $7,619	175 Added 0.11%	165,612 $6.6 Million
Q4 2022 Feb 01, 2023	SELL	$36.1 - $41.8 $434,752 - $503,397	-12,043 Reduced 6.79%	165,437 $6.41 Million
Q3 2022 Oct 25, 2022	SELL	$35.2 - $43.26 $183,849 - $225,946	-5,223 Reduced 2.86%	177,480 $6.28 Million
Q2 2022 Jul 21, 2022	SELL	$36.34 - $44.25 $51,457 - $62,658	-1,416 Reduced 0.77%	182,703 $6.84 Million
Q1 2022 May 05, 2022	BUY	$40.95 - $46.65 $143,406 - $163,368	3,502 Added 1.94%	184,119 $8.07 Million
Q4 2021 Jan 27, 2022	SELL	$43.52 - $47.96 $43,911 - $48,391	-1,009 Reduced 0.56%	180,617 $8.3 Million
Q3 2021 Oct 29, 2021	BUY	$41.37 - $44.89 $63,337 - $68,726	1,531 Added 0.85%	181,626 $7.85 Million
Q2 2021 Jul 27, 2021	BUY	$41.67 - $45.21 $75,756 - $82,191	1,818 Added 1.02%	180,095 $7.99 Million
Q1 2021 Apr 14, 2021	SELL	$35.88 - $44.5 $17,437 - $21,627	-486 Reduced 0.27%	178,277 $7.54 Million
Q4 2020 Feb 03, 2021	BUY	$28.78 - $36.3 $21,959 - $27,696	763 Added 0.43%	178,763 $6.44 Million
Q3 2020 Oct 16, 2020	SELL	$26.25 - $30.34 $27,326 - $31,583	-1,041 Reduced 0.58%	178,000 $5.06 Million
Q2 2020 Jul 23, 2020	BUY	$19.75 - $29.51 $890,468 - $1.33 Million	45,087 Added 33.66%	179,041 $4.86 Million
Q1 2020 May 01, 2020	BUY	$18.9 - $33.17 $2.53 Million - $4.44 Million	133,954 New	133,954 $2.89 Million

Others Institutions Holding JPSE

# of Institutions

108

Shares Held

9.05M

Call Options Held

Put Options Held

View Full List

About J P MORGAN DIVERSIFIED RETURN

Ticker JPSE
Sector ETFs
Industry ETFs

More about JPSE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hartford Financial Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Hartford Financial Management Inc. with notifications on news.

Account

Hartford Financial Management Inc. J P Morgan Diversified Return Transaction History