Oak Harbor Wealth Partners, LLC J P Morgan Diversified Return Transaction History

Oak Harbor Wealth Partners, LLC

  • $317 Million
  • Q2 2024

A detailed history of Oak Harbor Wealth Partners, LLC transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 21,021 shares of JPSE stock, worth $983,782. This represents 0.29% of its overall portfolio holdings.

Number of Shares
21,021
Previous 20,771 1.2%
Holding current value
$983,782
Previous $938,000 2.35%
% of portfolio
0.29%
Previous 0.29%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024
BUY
$42.08 - $45.34 $10,520 - $11,335
250 Added 1.2%
21,021 $916,000
Q1 2024

Apr 23, 2024
BUY
$41.74 - $45.2 $866,981 - $938,849
20,771 New
20,771 $938,000

Others Institutions Holding JPSE

# of Institutions
97
Shares Held
8.33M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN DIVERSIFIED RETURN

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  • Ticker JPSE
  • Sector ETFs
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