Wealthedge Investment Advisors, LLC Jp Morgan Diversified Return Transaction History

Wealthedge Investment Advisors, LLC

  • $264 Billion
  • Q3 2025

A detailed history of Wealthedge Investment Advisors, LLC transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Wealthedge Investment Advisors, LLC holds 11,883 shares of JPEM stock, worth $723,437. This represents 0.27% of its overall portfolio holdings.

Number of Shares
11,883
Previous 11,469 3.61%
Holding current value
$723,437
Previous $647 Million 8.35%
% of portfolio
0.27%
Previous 0.27%

Shares

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

Nov 12, 2025
BUY
$56.25 - $59.87 $23,287 - $24,786
414 Added 3.61%
11,883 $701 Million
Q2 2025

Aug 13, 2025
SELL
$48.41 - $56.7 $422,909 - $495,331
-8,736 Reduced 43.24%
11,469 $647 Million
Q1 2025

May 13, 2025
SELL
$50.81 - $54.04 $342,916 - $364,715
-6,749 Reduced 25.04%
20,205 $1.07 Billion
Q4 2024

Mar 12, 2025
BUY
$51.88 - $57.84 $1.4 Million - $1.56 Million
26,954 New
26,954 $1.4 Billion

Others Institutions Holding JPEM

# of Institutions
127
Shares Held
5.39M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN DIVERSIFIED RETURN

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

Track Wealthedge Investment Advisors, LLC Portfolio

Follow Wealthedge Investment Advisors, 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 Wealthedge Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthedge Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email