Accel Wealth Management Jp Morgan Diversified Return Transaction History

Accel Wealth Management

$344 Million
Q4 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 33,537 shares of JPEM stock, worth $2.04 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

33,537

Previous 34,927 3.98%

Holding current value

$2.04 Million

Previous $2.06 Million 0.92%

% of portfolio

0.59%

Previous 0.63%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	SELL	$57.59 - $61.34 $80,050 - $85,262	-1,390 Reduced 3.98%	33,537 $2.04 Million
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

128

Shares Held

5.39M

Call Options Held

Put Options Held

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About JP MORGAN DIVERSIFIED RETURN

Ticker JPEM
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Accel Wealth Management Jp Morgan Diversified Return Transaction History