A detailed history of Planning Alternatives LTD transactions in Jpmorgan Diversified Return Us stock. As of the latest transaction made, Planning Alternatives LTD holds 516,746 shares of JPUS stock, worth $61.1 Million. This represents 9.14% of its overall portfolio holdings.

Number of Shares
516,746
Previous 516,253 0.1%
Holding current value
$61.1 Million
Previous $57.8 Million 2.42%
% of portfolio
9.14%
Previous 9.5%

Shares

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

Jul 25, 2024

BUY
$105.76 - $111.62 $52,139 - $55,028
493 Added 0.1%
516,746 $56.4 Million
Q1 2024

Apr 17, 2024

SELL
$101.27 - $112.0 $217,933 - $241,024
-2,152 Reduced 0.42%
516,253 $57.8 Million
Q4 2023

Jan 23, 2024

BUY
$89.72 - $103.13 $426,798 - $490,589
4,757 Added 0.93%
518,405 $53.3 Million
Q3 2023

Oct 17, 2023

SELL
$93.76 - $100.98 $391,448 - $421,591
-4,175 Reduced 0.81%
513,648 $48.2 Million
Q2 2023

Jul 18, 2023

BUY
$91.99 - $97.77 $407,607 - $433,218
4,431 Added 0.86%
517,823 $50.6 Million
Q1 2023

May 04, 2023

BUY
$91.13 - $100.92 $173,420 - $192,050
1,903 Added 0.37%
513,392 $49.1 Million
Q4 2022

Jan 19, 2023

SELL
$86.35 - $99.6 $1.75 Million - $2.02 Million
-20,254 Reduced 3.81%
511,489 $0
Q3 2022

Oct 12, 2022

SELL
$85.5 - $101.83 $34,029 - $40,528
-398 Reduced 0.07%
531,743 $45.5 Million
Q2 2022

Jul 20, 2022

BUY
$89.02 - $106.83 $333,825 - $400,612
3,750 Added 0.71%
532,141 $48.7 Million
Q1 2022

Apr 28, 2022

BUY
$97.56 - $106.35 $233,656 - $254,708
2,395 Added 0.46%
528,391 $55.2 Million
Q4 2021

Jan 25, 2022

SELL
$96.89 - $106.04 $412,654 - $451,624
-4,259 Reduced 0.8%
525,996 $55.8 Million
Q3 2021

Oct 19, 2021

SELL
$94.94 - $101.67 $4,272 - $4,575
-45 Reduced 0.01%
530,255 $51 Million
Q2 2021

Jul 15, 2021

BUY
$92.22 - $98.22 $2.36 Million - $2.51 Million
25,588 Added 5.07%
530,300 $51.3 Million
Q1 2021

Apr 14, 2021

BUY
$82.76 - $91.73 $1.31 Million - $1.45 Million
15,848 Added 3.24%
504,712 $46.1 Million
Q4 2020

Jan 29, 2021

BUY
$73.3 - $83.94 $1.15 Million - $1.32 Million
15,700 Added 3.32%
488,864 $40.9 Million
Q3 2020

Oct 14, 2020

BUY
$68.99 - $77.52 $5.41 Million - $6.07 Million
78,349 Added 19.84%
473,164 $35 Million
Q2 2020

Jul 24, 2020

BUY
$55.84 - $75.47 $1.79 Million - $2.42 Million
32,054 Added 8.84%
394,815 $27.4 Million
Q1 2020

May 04, 2020

BUY
$49.95 - $81.47 $2.02 Million - $3.3 Million
40,512 Added 12.57%
362,761 $21.3 Million
Q4 2019

Jan 27, 2020

BUY
$73.54 - $80.24 $4.71 Million - $5.14 Million
64,047 Added 24.8%
322,249 $25.7 Million
Q3 2019

Oct 16, 2019

BUY
$75.53 - $76.66 $479,615 - $486,791
6,350 Added 2.52%
258,202 $19.6 Million
Q2 2019

Jul 24, 2019

BUY
N/A
840 Added 0.33%
251,852 $18.9 Million
Q1 2019

May 06, 2019

SELL
N/A
-19,590 Reduced 7.24%
251,012 $18.4 Million
Q4 2018

Feb 07, 2019

SELL
N/A
-3,666 Reduced 1.34%
270,602 $17.6 Million
Q3 2018

Oct 29, 2018

BUY
N/A
10,688 Added 4.05%
274,268 $20.4 Million
Q2 2018

Jul 26, 2018

BUY
N/A
49,664 Added 23.22%
263,580 $18.7 Million
Q1 2018

May 01, 2018

BUY
N/A
183,013 Added 592.22%
213,916 $14.9 Million
Q4 2017

Feb 02, 2018

BUY
N/A
27,571 Added 827.46%
30,903 $2.18 Million
Q3 2017

Oct 19, 2017

BUY
N/A
3,332
3,332 $224,000

Others Institutions Holding JPUS

About JPMORGAN DIVERSIFIED RETURN US


  • Ticker JPUS
  • Sector ETFs
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