Steward Partners Investment Advisory, LLC J P Morgan Diversified Return Transaction History

Steward Partners Investment Advisory, LLC

$16.6 Billion
Q3 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 627 shares of JPSE stock, worth $30,723. This represents 0.0% of its overall portfolio holdings.

Number of Shares

627

Previous 201 211.94%

Holding current value

$30,723

Previous $9,000 244.44%

% of portfolio

0.0%

Previous 0.0%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$45.04 - $50.93 $19,187 - $21,696	426 Added 211.94%	627 $31,000
Q2 2025 Aug 12, 2025	BUY	$38.2 - $45.49 $5,921 - $7,050	155 Added 336.96%	201 $9,000
Q1 2025 May 13, 2025	SELL	$42.78 - $48.51 $1,839 - $2,085	-43 Reduced 48.31%	46 $2,000
Q4 2024 Feb 06, 2025	BUY	$46.77 - $51.7 $2,151 - $2,378	46 Added 106.98%	89 $4,000
Q1 2023 May 15, 2023	BUY	$37.92 - $43.54 $1,630 - $1,872	43 New	43 $1,000

Others Institutions Holding JPSE

# of Institutions

109

Shares Held

9.05M

Call Options Held

Put Options Held

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About J P MORGAN DIVERSIFIED RETURN

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Steward Partners Investment Advisory, LLC J P Morgan Diversified Return Transaction History