Barnes Pettey Financial Advisors, LLC Jp Morgan Diversified Return Transaction History

Barnes Pettey Financial Advisors, LLC

  • $177 Million
  • Q3 2025

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 8,161 shares of JPEM stock, worth $496,841. This represents 0.27% of its overall portfolio holdings.

Number of Shares
8,161
Previous 8,056 1.3%
Holding current value
$496,841
Previous $454,000 5.95%
% of portfolio
0.27%
Previous 0.31%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$56.25 - $59.87 $5,906 - $6,286
105 Added 1.3%
8,161 $481,000
Q2 2025

Aug 12, 2025
BUY
$48.41 - $56.7 $11,569 - $13,551
239 Added 3.06%
8,056 $454,000
Q1 2025

Apr 24, 2025
BUY
$50.81 - $54.04 $1,321 - $1,405
26 Added 0.33%
7,817 $412,000
Q4 2024

Jan 23, 2025
BUY
$51.88 - $57.84 $466 - $520
9 Added 0.12%
7,791 $404,000
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

# of Institutions
127
Shares Held
5.39M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN DIVERSIFIED RETURN

JPEM Quotes by TradingView
  • Ticker JPEM
  • Sector ETFs
  • Industry ETFs
More about JPEM
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