Ae Wealth Management LLC Jp Morgan Diversified Return I Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Jp Morgan Diversified Return I stock. As of the latest transaction made, Ae Wealth Management LLC holds 351 shares of JPIN stock, worth $20,193. This represents 0.0% of its overall portfolio holdings.

Number of Shares
351
Holding current value
$20,193
% of portfolio
0.0%

Shares

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

Feb 13, 2025
BUY
$53.56 - $59.9 $18,799 - $21,024
351 New
351 $18,000
Q4 2021

Jan 20, 2022
SELL
$58.11 - $61.62 $253,127 - $268,416
-4,356 Closed
0 $0
Q3 2021

Nov 01, 2021
BUY
$60.31 - $64.02 $262,710 - $278,871
4,356 New
4,356 $263,000
Q1 2020

May 07, 2020
SELL
$37.71 - $57.78 $232,632 - $356,444
-6,169 Closed
0 $0
Q4 2019

Jan 15, 2020
SELL
$51.93 - $57.61 $32,715 - $36,294
-630 Reduced 9.27%
6,169 $352,000
Q3 2019

Nov 05, 2019
SELL
$52.99 - $54.15 $205,442 - $209,939
-3,877 Reduced 36.32%
6,799 $362,000
Q2 2019

Jul 22, 2019
SELL
N/A
-2,857 Reduced 21.11%
10,676 $581,000
Q1 2019

May 14, 2019
SELL
N/A
-14,978 Reduced 52.53%
13,533 $748,000
Q4 2018

Feb 15, 2019
SELL
N/A
-86,939 Reduced 75.3%
28,511 $1.45 Million
Q3 2018

Nov 14, 2018
BUY
N/A
55,267 Added 91.83%
115,450 $6.74 Million
Q2 2018

Aug 15, 2018
BUY
N/A
2,478 Added 4.29%
60,183 $3.47 Million
Q1 2018

May 14, 2018
BUY
N/A
3,385 Added 6.23%
57,705 $3.43 Million
Q4 2017

Feb 06, 2018
SELL
N/A
-692 Reduced 1.26%
54,320 $3.26 Million
Q3 2017

Nov 08, 2017
SELL
N/A
-1,787 Reduced 3.15%
55,012 $3.19 Million
Q2 2017

Aug 14, 2017
BUY
N/A
56,799
56,799 $3.19 Million

Others Institutions Holding JPIN

# of Institutions
108
Shares Held
4.21M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN DIVERSIFIED RETURN I

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

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management 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 Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email