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

Hartford Financial Management Inc.

$349 Million
Q4 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 333,388 shares of JPSE stock, worth $16.3 Million. This represents 4.69% of its overall portfolio holdings.

Number of Shares

333,388

Previous 320,994 3.86%

Holding current value

$16.3 Million

Previous $16 Million 2.18%

% of portfolio

4.69%

Previous 4.61%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 21, 2026	BUY	$48.44 - $50.76 $600,365 - $629,119	12,394 Added 3.86%	333,388 $16.3 Million
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

109

Shares Held

9.08M

Call Options Held

Put Options Held

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About J P MORGAN DIVERSIFIED RETURN

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