Accel Wealth Management Jp Morgan Diversified Return Transaction History

Accel Wealth Management

$328 Million
Q3 2025

A detailed history of Accel Wealth Management transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Accel Wealth Management holds 34,927 shares of JPEM stock, worth $2.13 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

34,927

Previous 15,989 118.44%

Holding current value

$2.13 Million

Previous $901,000 128.63%

% of portfolio

0.63%

Previous 0.31%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 07, 2025	BUY	$56.25 - $59.87 $1.07 Million - $1.13 Million	18,938 Added 118.44%	34,927 $2.06 Million
Q2 2025 Jul 21, 2025	BUY	$48.41 - $56.7 $26,238 - $30,731	542 Added 3.51%	15,989 $901,000
Q1 2025 Apr 10, 2025	BUY	$50.81 - $54.04 $139,778 - $148,664	2,751 Added 21.67%	15,447 $815,000
Q4 2024 Jan 21, 2025	BUY	$51.88 - $57.84 $31,854 - $35,513	614 Added 5.08%	12,696 $658,000
Q3 2024 Oct 15, 2024	SELL	$52.23 - $56.96 $191,579 - $208,929	-3,668 Reduced 23.29%	12,082 $684,000

Q2 2024 Jul 12, 2024	BUY	$53.03 - $56.92 $26,249 - $28,175	495 Added 3.24%	15,750 $851,000
Q1 2024 Apr 19, 2024	SELL	$51.04 - $54.18 $67,474 - $71,625	-1,322 Reduced 7.97%	15,255 $815,000
Q4 2023 Jan 18, 2024	BUY	$47.68 - $52.39 $112,000 - $123,064	2,349 Added 16.51%	16,577 $866,000
Q3 2023 Oct 19, 2023	BUY	$50.11 - $53.14 $188,764 - $200,178	3,767 Added 36.01%	14,228 $716,000
Q2 2023 Jul 24, 2023	BUY	$49.67 - $52.49 $263,300 - $278,249	5,301 Added 102.73%	10,461 $528,000
Q1 2023 Apr 20, 2023	BUY	$49.13 - $52.77 $253,510 - $272,293	5,160 New	5,160 $260,000

Others Institutions Holding JPEM

# of Institutions

127

Shares Held

5.39M

Call Options Held

Put Options Held

View Full List

About JP MORGAN DIVERSIFIED RETURN

Ticker JPEM
Sector ETFs
Industry ETFs

More about JPEM

Track This Portfolio

Portfolio Update

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

News

Stay updated on Accel Wealth Management with notifications on news.

Account

Accel Wealth Management Jp Morgan Diversified Return Transaction History