A detailed history of Modera Wealth Management, LLC transactions in Jpmorgan Diversified Return Us stock. As of the latest transaction made, Modera Wealth Management, LLC holds 320,109 shares of JPUS stock, worth $36.9 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
320,109
Previous 329,215 2.77%
Holding current value
$36.9 Million
Previous $35.9 Million 6.59%
% of portfolio
0.49%
Previous 0.53%

Shares

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

Oct 24, 2024

SELL
$108.5 - $119.68 $988,001 - $1.09 Million
-9,106 Reduced 2.77%
320,109 $38.3 Million
Q2 2024

Jul 29, 2024

SELL
$105.76 - $111.62 $924,659 - $975,893
-8,743 Reduced 2.59%
329,215 $35.9 Million
Q1 2024

May 14, 2024

SELL
$101.27 - $112.0 $850,668 - $940,800
-8,400 Reduced 2.43%
337,958 $37.9 Million
Q4 2023

Feb 14, 2024

SELL
$89.72 - $103.13 $575,553 - $661,578
-6,415 Reduced 1.82%
346,358 $35.6 Million
Q3 2023

Nov 30, 2023

BUY
$93.76 - $100.98 $33.1 Million - $35.6 Million
352,773 New
352,773 $33.1 Million
Q2 2023

Aug 07, 2023

SELL
$91.99 - $97.77 $1.2 Million - $1.28 Million
-13,041 Reduced 3.45%
364,868 $35.7 Million
Q1 2023

May 05, 2023

SELL
$91.13 - $100.92 $2.88 Million - $3.19 Million
-31,636 Reduced 7.72%
377,909 $36.1 Million
Q4 2022

Feb 07, 2023

SELL
$86.35 - $99.6 $8.02 Million - $9.26 Million
-92,927 Reduced 18.49%
409,545 $38.8 Million
Q3 2022

Nov 01, 2022

SELL
$85.5 - $101.83 $4.04 Million - $4.81 Million
-47,213 Reduced 8.59%
502,472 $43 Million
Q2 2022

Jul 27, 2022

SELL
$89.02 - $106.83 $25.4 Million - $30.5 Million
-285,732 Reduced 34.2%
549,685 $50.3 Million
Q1 2022

May 03, 2022

SELL
$97.56 - $106.35 $72.8 Million - $79.4 Million
-746,229 Reduced 47.18%
835,417 $87.3 Million
Q4 2021

Feb 04, 2022

BUY
$96.89 - $106.04 $372,542 - $407,723
3,845 Added 0.24%
1,581,646 $168 Million
Q3 2021

Nov 04, 2021

BUY
$94.94 - $101.67 $4.59 Million - $4.92 Million
48,362 Added 3.16%
1,577,801 $152 Million
Q2 2021

Aug 02, 2021

SELL
$92.22 - $98.22 $2.54 Million - $2.71 Million
-27,551 Reduced 1.77%
1,529,439 $148 Million
Q1 2021

Apr 29, 2021

SELL
$82.76 - $91.73 $5.32 Million - $5.9 Million
-64,342 Reduced 3.97%
1,556,990 $142 Million
Q4 2020

Feb 11, 2021

BUY
$73.3 - $83.94 $1.68 Million - $1.93 Million
22,953 Added 1.44%
1,621,332 $136 Million
Q3 2020

Nov 12, 2020

BUY
$68.99 - $77.52 $1.63 Million - $1.84 Million
23,683 Added 1.5%
1,598,379 $118 Million
Q2 2020

Aug 12, 2020

BUY
$55.84 - $75.47 $8.29 Million - $11.2 Million
148,434 Added 10.41%
1,574,696 $109 Million
Q1 2020

May 12, 2020

BUY
$49.95 - $81.47 $28.2 Million - $46 Million
564,801 Added 65.56%
1,426,262 $83.6 Million
Q4 2019

Feb 05, 2020

BUY
$73.54 - $80.24 $6.8 Million - $7.42 Million
92,482 Added 12.03%
861,461 $68.6 Million
Q3 2019

Nov 12, 2019

BUY
$75.53 - $76.66 $57.9 Million - $58.7 Million
766,100 Added 26609.93%
768,979 $58.4 Million
Q2 2019

Aug 07, 2019

BUY
N/A
2,879 New
2,879 $215,000

Others Institutions Holding JPUS

About JPMORGAN DIVERSIFIED RETURN US


  • Ticker JPUS
  • Sector ETFs
  • Industry ETFs
More about JPUS
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