Sterneck Capital Management, LLC Jpmorgan Diversified Return Us Transaction History

Sterneck Capital Management, LLC

  • $209 Million
  • Q3 2025

A detailed history of Sterneck Capital Management, LLC transactions in Jpmorgan Diversified Return Us stock. As of the latest transaction made, Sterneck Capital Management, LLC holds 86,400 shares of JPUS stock, worth $10.6 Million. This represents 5.13% of its overall portfolio holdings.

Number of Shares
86,400
Previous 84,758 1.94%
Holding current value
$10.6 Million
Previous $9.97 Million 7.4%
% of portfolio
5.13%
Previous 5.21%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
$117.71 - $125.02 $193,279 - $205,282
1,642 Added 1.94%
86,400 $10.7 Million
Q2 2025

Jul 16, 2025
BUY
$102.8 - $118.19 $325,053 - $373,716
3,162 Added 3.88%
84,758 $9.97 Million
Q1 2025

Apr 08, 2025
BUY
$111.89 - $119.08 $115,022 - $122,414
1,028 Added 1.28%
81,596 $9.31 Million
Q4 2024

Jan 07, 2025
SELL
$114.05 - $123.77 $141,650 - $153,722
-1,242 Reduced 1.52%
80,568 $9.19 Million
Q3 2024

Oct 03, 2024
BUY
$108.5 - $119.68 $300,762 - $331,752
2,772 Added 3.51%
81,810 $9.79 Million
Q2 2024

Jul 26, 2024
BUY
$105.76 - $111.62 $294,541 - $310,861
2,785 Added 3.65%
79,038 $8.63 Million
Q1 2024

Apr 26, 2024
BUY
$101.27 - $112.0 $358,191 - $396,144
3,537 Added 4.86%
76,253 $8.54 Million
Q4 2023

Jan 12, 2024
SELL
$89.72 - $103.13 $139,514 - $160,367
-1,555 Reduced 2.09%
72,716 $7.47 Million
Q3 2023

Nov 13, 2023
BUY
$93.76 - $100.98 $23,815 - $25,648
254 Added 0.34%
74,271 $6.98 Million
Q2 2023

Jul 26, 2023
SELL
$91.99 - $97.77 $178,092 - $189,282
-1,936 Reduced 2.55%
74,017 $7.24 Million
Q1 2023

Apr 19, 2023
BUY
$91.13 - $100.92 $7,837 - $8,679
86 Added 0.11%
75,953 $7.26 Million
Q4 2022

Jan 18, 2023
BUY
$86.35 - $99.6 $30,049 - $34,660
348 Added 0.46%
75,867 $0
Q3 2022

Oct 13, 2022
BUY
$85.5 - $101.83 $209,475 - $249,483
2,450 Added 3.35%
75,519 $6.46 Million
Q2 2022

Aug 10, 2022
BUY
$89.02 - $106.83 $164,508 - $197,421
1,848 Added 2.59%
73,069 $6.69 Million
Q1 2022

May 03, 2022
BUY
$97.56 - $106.35 $589,652 - $642,779
6,044 Added 9.27%
71,221 $7.44 Million
Q4 2021

Jan 25, 2022
SELL
$96.89 - $106.04 $473,016 - $517,687
-4,882 Reduced 6.97%
65,177 $6.91 Million
Q3 2021

Oct 18, 2021
SELL
$94.94 - $101.67 $52,596 - $56,325
-554 Reduced 0.78%
70,059 $6.74 Million
Q2 2021

Jul 30, 2021
BUY
$92.22 - $98.22 $103,563 - $110,301
1,123 Added 1.62%
70,613 $6.92 Million
Q1 2021

May 05, 2021
SELL
$82.76 - $91.73 $268,473 - $297,572
-3,244 Reduced 4.46%
69,490 $6.35 Million
Q4 2020

Jan 26, 2021
BUY
$73.3 - $83.94 $2,345 - $2,686
32 Added 0.04%
72,734 $6.08 Million
Q3 2020

Oct 14, 2020
SELL
$68.99 - $77.52 $28,906 - $32,480
-419 Reduced 0.57%
72,702 $5.38 Million
Q2 2020

Aug 12, 2020
BUY
$55.84 - $75.47 $478,604 - $646,853
8,571 Added 13.28%
73,121 $5.07 Million
Q1 2020

Apr 28, 2020
BUY
$49.95 - $81.47 $362,587 - $591,390
7,259 Added 12.67%
64,550 $3.79 Million
Q4 2019

Feb 18, 2020
BUY
$73.54 - $80.24 $22,429 - $24,473
305 Added 0.54%
57,291 $4.56 Million
Q3 2019

Nov 12, 2019
SELL
$75.53 - $76.66 $159,594 - $161,982
-2,113 Reduced 3.58%
56,986 $4.33 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-13,746 Reduced 18.87%
59,099 $4.42 Million
Q1 2019

May 01, 2019
SELL
N/A
-2,020 Reduced 2.7%
72,845 $5.33 Million
Q4 2018

Jan 30, 2019
SELL
N/A
-50,015 Reduced 40.05%
74,865 $4.86 Million
Q3 2018

Nov 13, 2018
SELL
N/A
-9,815 Reduced 7.29%
124,880 $9.31 Million
Q2 2018

Aug 14, 2018
BUY
N/A
55,490 Added 70.06%
134,695 $9.57 Million
Q1 2018

Apr 12, 2018
BUY
N/A
16,860 Added 27.04%
79,205 $5.52 Million
Q4 2017

Feb 07, 2018
BUY
N/A
12,130 Added 24.16%
62,345 $4.4 Million
Q3 2017

Nov 14, 2017
BUY
N/A
6,670 Added 15.32%
50,215 $3.38 Million
Q2 2017

Aug 16, 2017
BUY
N/A
43,545
43,545 $2.84 Million

Others Institutions Holding JPUS

# of Institutions
94
Shares Held
2.41M
Call Options Held
0
Put Options Held
0
View Full List

About JPMORGAN DIVERSIFIED RETURN US

JPUS Quotes by TradingView
  • Ticker JPUS
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