Bkm Wealth Management, LLC Jp Morgan Diversified Return Transaction History

Bkm Wealth Management, LLC

$271 Billion
Q3 2025

A detailed history of Bkm Wealth Management, LLC transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Bkm Wealth Management, LLC holds 20,267 shares of JPEM stock, worth $1.23 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

20,267

Previous 18,843 7.56%

Holding current value

$1.23 Million

Previous $1.06 Billion 12.48%

% of portfolio

0.44%

Previous 0.42%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$56.25 - $59.87 $80,100 - $85,254	1,424 Added 7.56%	20,267 $1.2 Billion
Q2 2025 Jul 29, 2025	SELL	$48.41 - $56.7 $126,785 - $148,497	-2,619 Reduced 12.2%	18,843 $1.06 Billion
Q1 2025 May 05, 2025	BUY	$50.81 - $54.04 $53,198 - $56,579	1,047 Added 5.13%	21,462 $1.13 Billion
Q4 2024 Jan 31, 2025	BUY	$51.88 - $57.84 $24,124 - $26,895	465 Added 2.33%	20,415 $1.06 Billion
Q3 2024 Oct 23, 2024	BUY	$52.23 - $56.96 $106,967 - $116,654	2,048 Added 11.44%	19,950 $1.13 Billion

Q2 2024 Jul 24, 2024	BUY	$53.03 - $56.92 $253,801 - $272,419	4,786 Added 36.49%	17,902 $968 Million
Q1 2024 Apr 18, 2024	BUY	$51.04 - $54.18 $13,780 - $14,628	270 Added 2.1%	13,116 $701 Million
Q4 2023 Jan 10, 2024	BUY	$47.68 - $52.39 $612,497 - $673,001	12,846 New	12,846 $672 Million

Others Institutions Holding JPEM

# of Institutions

127

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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Bkm Wealth Management, LLC Jp Morgan Diversified Return Transaction History