Paul Damon & Associates, Inc. J P Morgan Diversified Return Transaction History

Paul Damon & Associates, Inc.

$166 Billion
Q4 2024

A detailed history of Paul Damon & Associates, Inc. transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Paul Damon & Associates, Inc. holds 45,479 shares of JPSE stock, worth $2.02 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares

45,479

Previous 42,084 8.07%

Holding current value

$2.02 Million

Previous $2.02 Billion 5.32%

% of portfolio

1.29%

Previous 1.3%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$46.77 - $51.7 $158,784 - $175,521	3,395 Added 8.07%	45,479 $2.13 Billion
Q3 2024 Nov 12, 2024	BUY	$43.03 - $48.28 $44,320 - $49,728	1,030 Added 2.51%	42,084 $2.02 Billion
Q2 2024 Jul 17, 2024	BUY	$42.08 - $45.34 $73,597 - $79,299	1,749 Added 4.45%	41,054 $1.79 Billion
Q1 2024 Apr 22, 2024	BUY	$41.74 - $45.2 $132,232 - $143,193	3,168 Added 8.77%	39,305 $1.78 Billion
Q4 2023 Jan 31, 2024	BUY	$36.92 - $44.74 $237,137 - $287,365	6,423 Added 21.62%	36,137 $1.59 Billion
Q3 2023 Oct 25, 2023	BUY	$38.77 - $43.1 $74,903 - $83,269	1,932 Added 6.95%	29,714 $1.17 Billion
Q2 2023 Jul 24, 2023	BUY	$37.79 - $40.96 $133,738 - $144,957	3,539 Added 14.6%	27,782 $1.14 Billion
Q1 2023 May 15, 2023	SELL	$37.92 - $43.54 $287,585 - $330,207	-7,584 Reduced 23.83%	24,243 $966 Million
Q4 2022 Feb 07, 2023	BUY	$36.1 - $41.8 $1.15 Million - $1.33 Million	31,827 New	31,827 $1.23 Billion

Others Institutions Holding JPSE

# of Institutions

108

Shares Held

9.6M

Call Options Held

Put Options Held

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About J P MORGAN DIVERSIFIED RETURN

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Paul Damon & Associates, Inc. J P Morgan Diversified Return Transaction History