Stonehaven Wealth & Tax Solutions, LLC J P Morgan Diversified Return Transaction History

Stonehaven Wealth & Tax Solutions, LLC

  • $108 Billion
  • Q3 2025

A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 40,848 shares of JPSE stock, worth $2 Million. This represents 1.88% of its overall portfolio holdings.

Number of Shares
40,848
Previous 41,146 0.72%
Holding current value
$2 Million
Previous $1.87 Billion 8.71%
% of portfolio
1.88%
Previous 1.83%

Shares

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

Nov 13, 2025
SELL
$45.04 - $50.93 $13,421 - $15,177
-298 Reduced 0.72%
40,848 $2.03 Billion
Q2 2025

Aug 14, 2025
BUY
$38.2 - $45.49 $75,063 - $89,387
1,965 Added 5.02%
41,146 $1.87 Billion
Q1 2025

May 15, 2025
BUY
$42.78 - $48.51 $333,641 - $378,329
7,799 Added 24.85%
39,181 $1.71 Billion
Q4 2024

Feb 13, 2025
BUY
$46.77 - $51.7 $1.47 Million - $1.62 Million
31,382 New
31,382 $1.47 Billion

Others Institutions Holding JPSE

# of Institutions
108
Shares Held
9.05M
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
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