Ae Wealth Management LLC Jp Morgan Diversified Return I Transaction History

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025

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 $23,952. This represents 0.0% of its overall portfolio holdings.

Number of Shares
351
Previous 351 -0.0%
Holding current value
$23,952
Previous $22,000 4.55%
% of portfolio
0.0%
Previous 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
115
Shares Held
4.21M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN DIVERSIFIED RETURN I

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