Captrust Financial Advisors Jp Morgan Diversified Return Transaction History

Captrust Financial Advisors

  • $34.2 Billion
  • Q4 2024

A detailed history of Captrust Financial Advisors transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Captrust Financial Advisors holds 7,782 shares of JPEM stock, worth $416,025. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,782
Previous 7,715 0.87%
Holding current value
$416,025
Previous $436,000 7.57%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 14, 2025
BUY
$51.88 - $57.84 $3,475 - $3,875
67 Added 0.87%
7,782 $403,000
Q3 2024

Nov 14, 2024
BUY
$52.23 - $56.96 $6,998 - $7,632
134 Added 1.77%
7,715 $436,000
Q2 2024

Aug 14, 2024
SELL
$53.03 - $56.92 $3,659 - $3,927
-69 Reduced 0.9%
7,581 $409,000
Q1 2024

May 15, 2024
SELL
$51.04 - $54.18 $1,888 - $2,004
-37 Reduced 0.48%
7,650 $408,000
Q4 2023

Feb 14, 2024
SELL
$47.68 - $52.39 $149,667 - $164,452
-3,139 Reduced 29.0%
7,687 $401,000
Q3 2023

Nov 14, 2023
SELL
$50.11 - $53.14 $28,462 - $30,183
-568 Reduced 4.99%
10,826 $545,000
Q2 2023

Aug 14, 2023
BUY
$49.67 - $52.49 $85,531 - $90,387
1,722 Added 17.8%
11,394 $575,000
Q1 2023

May 15, 2023
SELL
$49.13 - $52.77 $13,854 - $14,881
-282 Reduced 2.83%
9,672 $488,000
Q4 2022

Feb 15, 2023
SELL
$44.98 - $50.79 $7,466 - $8,431
-166 Reduced 1.64%
9,954 $490,000
Q3 2022

Nov 16, 2022
BUY
$44.6 - $51.11 $451,352 - $517,233
10,120 New
10,120 $451,000

Others Institutions Holding JPEM

# of Institutions
136
Shares Held
5.49M
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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