Hhm Wealth Advisors, LLC Jpmorgan Diversified Return Us Transaction History

Hhm Wealth Advisors, LLC

$728 Million
Q4 2024

A detailed history of Hhm Wealth Advisors, LLC transactions in Jpmorgan Diversified Return Us stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 22,291 shares of JPUS stock, worth $2.62 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

22,291

Previous 22,970 2.96%

Holding current value

$2.62 Million

Previous $2.75 Million 7.49%

% of portfolio

0.35%

Previous 0.39%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$114.05 - $123.77 $77,439 - $84,039	-679 Reduced 2.96%	22,291 $2.54 Million
Q3 2024 Nov 12, 2024	SELL	$108.5 - $119.68 $109,585 - $120,876	-1,010 Reduced 4.21%	22,970 $2.75 Million
Q2 2024 Aug 07, 2024	SELL	$105.76 - $111.62 $294,012 - $310,303	-2,780 Reduced 10.39%	23,980 $2.62 Million
Q1 2024 May 14, 2024	SELL	$101.27 - $112.0 $220,566 - $243,936	-2,178 Reduced 7.53%	26,760 $3 Million
Q4 2023 Feb 05, 2024	SELL	$89.72 - $103.13 $46,654 - $53,627	-520 Reduced 1.77%	28,938 $2.97 Million
Q3 2023 Nov 03, 2023	SELL	$93.76 - $100.98 $129,201 - $139,150	-1,378 Reduced 4.47%	29,458 $2.77 Million
Q2 2023 Aug 11, 2023	SELL	$91.99 - $97.77 $284,157 - $302,011	-3,089 Reduced 9.11%	30,836 $3.01 Million
Q1 2023 May 02, 2023	SELL	$91.13 - $100.92 $25,972 - $28,762	-285 Reduced 0.83%	33,925 $3.24 Million
Q4 2022 Jan 19, 2023	SELL	$86.35 - $99.6 $97,661 - $112,647	-1,131 Reduced 3.2%	34,210 $0
Q3 2022 Nov 04, 2022	SELL	$85.5 - $101.83 $475,636 - $566,480	-5,563 Reduced 13.6%	35,341 $3.02 Million
Q1 2022 Apr 27, 2022	SELL	$97.56 - $106.35 $39,706 - $43,284	-407 Reduced 0.99%	40,904 $4.27 Million
Q4 2021 Feb 03, 2022	SELL	$96.89 - $106.04 $36,430 - $39,871	-376 Reduced 0.9%	41,311 $4.38 Million
Q3 2021 Nov 02, 2021	SELL	$94.94 - $101.67 $203,171 - $217,573	-2,140 Reduced 4.88%	41,687 $4.01 Million
Q2 2021 Jul 27, 2021	SELL	$92.22 - $98.22 $11,435 - $12,179	-124 Reduced 0.28%	43,827 $4.24 Million
Q1 2021 Apr 23, 2021	SELL	$82.76 - $91.73 $129,188 - $143,190	-1,561 Reduced 3.43%	43,951 $4.01 Million
Q4 2020 Jan 28, 2021	SELL	$73.3 - $83.94 $128,348 - $146,978	-1,751 Reduced 3.7%	45,512 $3.81 Million
Q3 2020 Nov 12, 2020	SELL	$68.99 - $77.52 $1.68 Million - $1.88 Million	-24,310 Reduced 33.97%	47,263 $3.5 Million
Q2 2020 Aug 13, 2020	SELL	$55.84 - $75.47 $5.59 Million - $7.56 Million	-100,179 Reduced 58.33%	71,573 $4.97 Million
Q1 2020 May 12, 2020	BUY	$49.95 - $81.47 $847,651 - $1.38 Million	16,970 Added 10.96%	171,752 $10.1 Million
Q4 2019 Feb 12, 2020	BUY	$73.54 - $80.24 $1.13 Million - $1.23 Million	15,330 Added 10.99%	154,782 $12.3 Million
Q3 2019 Nov 13, 2019	BUY	$75.53 - $76.66 $13,746 - $13,952	182 Added 0.13%	139,452 $10.6 Million
Q2 2019 Aug 13, 2019	BUY	N/A	4,969 Added 3.7%	139,270 $10.4 Million
Q1 2019 May 14, 2019	BUY	N/A	7,898 Added 6.25%	134,301 $9.82 Million
Q4 2018 Feb 13, 2019	BUY	N/A	126,403 New	126,403 $8.2 Million

Others Institutions Holding JPUS

# of Institutions

Shares Held

2.98M

Call Options Held

Put Options Held

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About JPMORGAN DIVERSIFIED RETURN US

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Hhm Wealth Advisors, LLC Jpmorgan Diversified Return Us Transaction History