5 T Wealth, LLC Jp Morgan Diversified Return Transaction History

5 T Wealth, LLC

  • $229 Billion
  • Q3 2025

A detailed history of 5 T Wealth, LLC transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, 5 T Wealth, LLC holds 12,255 shares of JPEM stock, worth $746,084. This represents 0.32% of its overall portfolio holdings.

Number of Shares
12,255
Previous 8,536 43.57%
Holding current value
$746,084
Previous $482 Million 50.14%
% of portfolio
0.32%
Previous 0.23%

Shares

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

Oct 17, 2025
BUY
$56.25 - $59.87 $209,193 - $222,656
3,719 Added 43.57%
12,255 $723 Million
Q2 2025

Aug 05, 2025
BUY
$48.41 - $56.7 $387 - $453
8 Added 0.09%
8,536 $482 Million
Q1 2025

Apr 22, 2025
SELL
$50.81 - $54.04 $107,005 - $113,808
-2,106 Reduced 19.8%
8,528 $450 Million
Q4 2024

Jan 31, 2025
BUY
$51.88 - $57.84 $551,691 - $615,070
10,634 New
10,634 $552 Million

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 5 T Wealth, LLC Portfolio

Follow 5 T Wealth, 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 5 T Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 5 T Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email