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

Oak Harbor Wealth Partners, LLC

  • $340 Million
  • Q4 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 14,621 shares of JPSE stock, worth $690,111. This represents 0.2% of its overall portfolio holdings.

Number of Shares
14,621
Previous 22,854 36.02%
Holding current value
$690,111
Previous $1.1 Million 37.47%
% of portfolio
0.2%
Previous 0.31%

Shares

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

Feb 07, 2025
SELL
$46.77 - $51.7 $385,057 - $425,646
-8,233 Reduced 36.02%
14,621 $686,000
Q3 2024

Nov 06, 2024
BUY
$43.03 - $48.28 $78,873 - $88,497
1,833 Added 8.72%
22,854 $1.1 Million
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
102
Shares Held
9.47M
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
  • Industry ETFs
More about JPSE
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