Wealthspire Advisors, LLC Jp Morgan Diversified Return I Transaction History

Wealthspire Advisors, LLC

  • $9.93 Billion
  • Q4 2024

A detailed history of Wealthspire Advisors, LLC transactions in Jp Morgan Diversified Return I stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 4,977 shares of JPIN stock, worth $289,810. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,977
Previous 4,956 0.42%
Holding current value
$289,810
Previous $297,000 10.44%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$53.56 - $59.9 $1,124 - $1,257
21 Added 0.42%
4,977 $266,000
Q3 2024

Nov 13, 2024
SELL
$54.1 - $60.82 $42,522 - $47,804
-786 Reduced 13.69%
4,956 $297,000
Q2 2024

Aug 08, 2024
SELL
$53.9 - $57.66 $8,408 - $8,994
-156 Reduced 2.64%
5,742 $317,000
Q1 2024

May 06, 2024
SELL
$52.64 - $56.44 $52 - $56
-1 Reduced 0.02%
5,898 $332,000
Q4 2023

Feb 06, 2024
SELL
$48.36 - $54.84 $299,977 - $340,172
-6,203 Reduced 51.26%
5,899 $320,000
Q3 2023

Nov 06, 2023
BUY
$50.43 - $54.11 $193,600 - $207,728
3,839 Added 46.46%
12,102 $611,000
Q2 2023

Jul 31, 2023
SELL
$51.16 - $54.21 $142,787 - $151,300
-2,791 Reduced 25.25%
8,263 $429,000
Q1 2023

May 09, 2023
SELL
$49.3 - $53.28 $367,679 - $397,362
-7,458 Reduced 40.29%
11,054 $578,000
Q4 2022

Feb 13, 2023
SELL
$42.35 - $50.7 $19.9 Million - $23.9 Million
-470,986 Reduced 96.22%
18,512 $912,000
Q3 2022

Nov 14, 2022
SELL
$42.55 - $51.46 $3.27 Million - $3.96 Million
-76,937 Reduced 13.58%
489,498 $21 Million
Q2 2022

Aug 09, 2022
BUY
$48.25 - $57.14 $27.3 Million - $32.4 Million
566,435 New
566,435 $27.6 Million
Q4 2021

Feb 14, 2022
SELL
$58.11 - $61.62 $31.8 Million - $33.7 Million
-547,116 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
$60.31 - $64.02 $33 Million - $35 Million
547,116 New
547,116 $33 Million

Others Institutions Holding JPIN

# of Institutions
107
Shares Held
4.21M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN DIVERSIFIED RETURN I

JPIN Quotes by TradingView
  • Ticker JPIN
  • Sector ETFs
  • Industry ETFs
More about JPIN
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