Cosner Financial Group, LLC Jpmorgan Tr. Diversified Retur Transaction History

Cosner Financial Group, LLC

$186 Billion
Q3 2025

A detailed history of Cosner Financial Group, LLC transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Cosner Financial Group, LLC holds 6,204 shares of JPME stock, worth $662,587. This represents 0.12% of its overall portfolio holdings.

Number of Shares

6,204

Previous 6,199 0.08%

Holding current value

$662,587

Previous $643 Million 66.01%

% of portfolio

0.12%

Previous 0.36%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$103.48 - $109.86 $517 - $549	5 Added 0.08%	6,204 $219 Million
Q2 2025 Jul 31, 2025	SELL	$89.28 - $103.8 $2,142 - $2,491	-24 Reduced 0.39%	6,199 $643 Million
Q1 2025 May 07, 2025	SELL	$97.76 - $107.35 $7,527 - $8,265	-77 Reduced 1.22%	6,223 $626 Million
Q4 2024 Jan 31, 2025	BUY	$102.08 - $110.92 $3,470 - $3,771	34 Added 0.54%	6,300 $646 Million
Q3 2024 Nov 14, 2024	BUY	$94.32 - $105.04 $94 - $105	1 Added 0.02%	6,266 $658 Million

Q2 2024 Aug 13, 2024	SELL	$92.68 - $98.71 $17,516 - $18,656	-189 Reduced 2.93%	6,265 $596 Million
Q1 2024 May 02, 2024	BUY	$89.62 - $99.14 $1,344 - $1,487	15 Added 0.23%	6,454 $640 Million
Q4 2023 Feb 08, 2024	BUY	$79.3 - $92.33 $510,612 - $594,512	6,439 New	6,439 $592 Million

Others Institutions Holding JPME

# of Institutions

105

Shares Held

2.36M

Call Options Held

Put Options Held

View Full List

About JPMORGAN TR. DIVERSIFIED RETUR

Ticker JPME
Sector ETFs
Industry ETFs

More about JPME

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cosner Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cosner Financial Group, LLC with notifications on news.

Account

Cosner Financial Group, LLC Jpmorgan Tr. Diversified Retur Transaction History