Goldstein Advisors, LLC Jpmorgan Tr. Diversified Retur Transaction History

Goldstein Advisors, LLC

$689 Billion
Q4 2024

A detailed history of Goldstein Advisors, LLC transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Goldstein Advisors, LLC holds 11,519 shares of JPME stock, worth $1.2 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

11,519

Previous 11,944 3.56%

Holding current value

$1.2 Million

Previous $1.25 Billion 5.92%

% of portfolio

0.17%

Previous 0.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$102.08 - $110.92 $43,384 - $47,141	-425 Reduced 3.56%	11,519 $1.18 Billion
Q3 2024 Oct 24, 2024	SELL	$94.32 - $105.04 $20.9 Million - $23.3 Million	-221,866 Reduced 94.89%	11,944 $1.25 Billion
Q2 2024 Jul 24, 2024	BUY	$92.68 - $98.71 $383,417 - $408,363	4,137 Added 1.8%	233,810 $22.3 Billion
Q1 2024 May 13, 2024	BUY	$89.62 - $99.14 $1.23 Million - $1.36 Million	13,727 Added 6.36%	229,673 $22.8 Billion
Q3 2023 Oct 18, 2023	BUY	$83.14 - $91.18 $825,413 - $905,235	9,928 Added 4.82%	215,946 $18.1 Billion
Q2 2023 Jul 21, 2023	BUY	$82.21 - $88.3 $407,350 - $437,526	4,955 Added 2.46%	206,018 $18.2 Billion
Q1 2023 May 09, 2023	BUY	$81.5 - $91.5 $15.9 Million - $17.8 Million	194,502 Added 2964.52%	201,063 $17.2 Billion
Q4 2022 Feb 03, 2023	BUY	$77.11 - $88.88 $505,918 - $583,141	6,561 New	6,561 $552 Million

Others Institutions Holding JPME

# of Institutions

Shares Held

3.03M

Call Options Held

Put Options Held

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About JPMORGAN TR. DIVERSIFIED RETUR

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Goldstein Advisors, LLC Jpmorgan Tr. Diversified Retur Transaction History