Gateway Wealth Partners, LLC Jpmorgan Tr. Diversified Retur Transaction History

Gateway Wealth Partners, LLC

  • $386 Billion
  • Q4 2024

A detailed history of Gateway Wealth Partners, LLC transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Gateway Wealth Partners, LLC holds 8,579 shares of JPME stock, worth $906,113. This represents 0.23% of its overall portfolio holdings.

Number of Shares
8,579
Previous 47,708 82.02%
Holding current value
$906,113
Previous $5.01 Billion 82.46%
% of portfolio
0.23%
Previous 1.38%

Shares

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

Jan 22, 2025
SELL
$102.08 - $110.92 $3.99 Million - $4.34 Million
-39,129 Reduced 82.02%
8,579 $879 Million
Q3 2024

Oct 24, 2024
BUY
$94.32 - $105.04 $76,493 - $85,187
811 Added 1.73%
47,708 $5.01 Billion
Q2 2024

Aug 16, 2024
BUY
$92.68 - $98.71 $872,582 - $929,354
9,415 Added 25.12%
46,897 $4.46 Billion
Q1 2024

May 14, 2024
BUY
$89.62 - $99.14 $574,733 - $635,784
6,413 Added 20.64%
37,482 $3.72 Billion
Q4 2023

Feb 13, 2024
BUY
$79.3 - $92.33 $348,840 - $406,159
4,399 Added 16.49%
31,069 $2.85 Billion
Q3 2023

Nov 14, 2023
BUY
$83.14 - $91.18 $141,753 - $155,461
1,705 Added 6.83%
26,670 $2.23 Billion
Q2 2023

Aug 14, 2023
BUY
$82.21 - $88.3 $563,713 - $605,473
6,857 Added 37.87%
24,965 $2.2 Billion
Q1 2023

May 10, 2023
BUY
$81.5 - $91.5 $1.24 Million - $1.39 Million
15,226 Added 528.31%
18,108 $1.55 Billion
Q4 2022

Feb 15, 2023
BUY
$77.11 - $88.88 $222,231 - $256,152
2,882 New
2,882 $243 Million

Others Institutions Holding JPME

# of Institutions
88
Shares Held
3.03M
Call Options Held
0
Put Options Held
0
View Full List

About JPMORGAN TR. DIVERSIFIED RETUR

JPME Quotes by TradingView
  • Ticker JPME
  • Sector ETFs
  • Industry ETFs
More about JPME
Track This Portfolio

Track Gateway Wealth Partners, LLC Portfolio

Follow Gateway Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gateway Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gateway Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email