A detailed history of Barnes Pettey Financial Advisors, LLC transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Barnes Pettey Financial Advisors, LLC holds 7,782 shares of JPEM stock, worth $407,387. This represents 0.35% of its overall portfolio holdings.

Number of Shares
7,782
Previous 5,212 49.31%
Holding current value
$407,387
Previous $281,000 56.58%
% of portfolio
0.35%
Previous 0.24%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$52.23 - $56.96 $134,231 - $146,387
2,570 Added 49.31%
7,782 $440,000
Q2 2024

Jul 18, 2024

BUY
$53.03 - $56.92 $276,392 - $296,667
5,212 New
5,212 $281,000

Others Institutions Holding JPEM

About JP MORGAN DIVERSIFIED RETURN


  • Ticker JPEM
  • Sector ETFs
  • Industry ETFs
More about JPEM
Track This Portfolio

Track Barnes Pettey Financial Advisors, LLC Portfolio

Follow Barnes Pettey Financial Advisors, 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 Barnes Pettey Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Barnes Pettey Financial Advisors, LLC with notifications on news.