Mendel Money Management J P Morgan Diversified Return Transaction History

Mendel Money Management

  • $211 Million
  • Q4 2024

A detailed history of Mendel Money Management transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Mendel Money Management holds 8,738 shares of JPSE stock, worth $354,850. This represents 0.19% of its overall portfolio holdings.

Number of Shares
8,738
Previous 8,013 9.05%
Holding current value
$354,850
Previous $384,000 6.77%
% of portfolio
0.19%
Previous 0.17%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$46.77 - $51.7 $33,908 - $37,482
725 Added 9.05%
8,738 $410,000
Q3 2024

Nov 07, 2024
SELL
$43.03 - $48.28 $96,085 - $107,809
-2,233 Reduced 21.79%
8,013 $384,000
Q2 2024

Aug 13, 2024
BUY
$42.08 - $45.34 $8,878 - $9,566
211 Added 2.1%
10,246 $446,000
Q1 2024

May 01, 2024
BUY
$41.74 - $45.2 $16,487 - $17,854
395 Added 4.1%
10,035 $453,000
Q4 2023

Feb 14, 2024
BUY
$36.92 - $44.74 $355,908 - $431,293
9,640 New
9,640 $424,000
Q3 2023

Nov 13, 2023
BUY
$38.77 - $43.1 $16,089 - $17,886
415 Added 4.88%
8,915 $350,000
Q2 2023

Aug 14, 2023
BUY
$37.79 - $40.96 $26,490 - $28,712
701 Added 8.99%
8,500 $348,000
Q1 2023

May 10, 2023
BUY
$37.92 - $43.54 $38,337 - $44,018
1,011 Added 14.89%
7,799 $310,000
Q4 2022

Feb 13, 2023
BUY
$36.1 - $41.8 $17,616 - $20,398
488 Added 7.75%
6,788 $262,000
Q3 2022

Nov 14, 2022
BUY
$35.2 - $43.26 $221,760 - $272,538
6,300 New
6,300 $223,000

Others Institutions Holding JPSE

# of Institutions
107
Shares Held
9.71M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN DIVERSIFIED RETURN

JPSE Quotes by TradingView
  • Ticker JPSE
  • Sector ETFs
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