A detailed history of Koss Olinger Consulting, LLC transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Koss Olinger Consulting, LLC holds 1,211,892 shares of JPSE stock, worth $57.7 Million. This represents 5.09% of its overall portfolio holdings.

Number of Shares
1,211,892
Previous 1,196,351 1.3%
Holding current value
$57.7 Million
Previous $52.2 Million 11.59%
% of portfolio
5.09%
Previous 4.86%

Shares

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

Oct 18, 2024

BUY
$43.03 - $48.28 $668,729 - $750,319
15,541 Added 1.3%
1,211,892 $58.2 Million
Q2 2024

Aug 06, 2024

BUY
$42.08 - $45.34 $50.3 Million - $54.2 Million
1,196,351 New
1,196,351 $52.2 Million
Q4 2023

Feb 13, 2024

SELL
$36.92 - $44.74 $1.14 Million - $1.39 Million
-31,009 Reduced 2.69%
1,120,370 $49.4 Million
Q3 2023

Oct 10, 2023

BUY
$38.77 - $43.1 $992,356 - $1.1 Million
25,596 Added 2.27%
1,151,379 $45.2 Million
Q2 2023

Jul 28, 2023

BUY
$37.79 - $40.96 $1.48 Million - $1.61 Million
39,211 Added 3.61%
1,125,783 $46.1 Million
Q1 2023

May 12, 2023

BUY
$37.92 - $43.54 $2.82 Million - $3.24 Million
74,328 Added 7.34%
1,086,572 $43.3 Million
Q4 2022

Feb 13, 2023

BUY
$36.1 - $41.8 $1.08 Million - $1.25 Million
30,015 Added 3.06%
1,012,244 $39.2 Million
Q3 2022

Nov 14, 2022

BUY
$35.2 - $43.26 $10.7 Million - $13.1 Million
303,210 Added 44.65%
982,229 $34.8 Million
Q2 2022

Jul 08, 2022

SELL
$36.34 - $44.25 $110,618 - $134,697
-3,044 Reduced 0.45%
679,019 $25.4 Million
Q1 2022

May 06, 2022

BUY
$40.95 - $46.65 $2.27 Million - $2.59 Million
55,497 Added 8.86%
682,063 $29.9 Million
Q4 2021

Feb 07, 2022

BUY
$43.52 - $47.96 $506,572 - $558,254
11,640 Added 1.89%
626,566 $28.8 Million
Q3 2021

Nov 09, 2021

BUY
$41.37 - $44.89 $558,701 - $606,239
13,505 Added 2.25%
614,926 $26.6 Million
Q2 2021

Aug 11, 2021

BUY
$41.67 - $45.21 $2.05 Million - $2.22 Million
49,104 Added 8.89%
601,421 $26.7 Million
Q1 2021

May 14, 2021

BUY
$35.88 - $44.5 $19.8 Million - $24.6 Million
552,317 New
552,317 $23.4 Million

Others Institutions Holding JPSE

About J P MORGAN DIVERSIFIED RETURN


  • Ticker JPSE
  • Sector ETFs
  • Industry ETFs
More about JPSE
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