Edge Financial Advisors LLC Jp Morgan Diversified Return Transaction History

Edge Financial Advisors LLC

  • $223 Billion
  • Q3 2025

A detailed history of Edge Financial Advisors LLC transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Edge Financial Advisors LLC holds 18,551 shares of JPEM stock, worth $1.13 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
18,551
Previous 18,351 1.09%
Holding current value
$1.13 Million
Previous $1.04 Billion 5.68%
% of portfolio
0.49%
Previous 0.55%

Shares

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

Oct 31, 2025
BUY
$56.25 - $59.87 $11,250 - $11,974
200 Added 1.09%
18,551 $1.09 Billion
Q2 2025

Jul 23, 2025
SELL
$48.41 - $56.7 $84,039 - $98,431
-1,736 Reduced 8.64%
18,351 $1.04 Billion
Q1 2025

Apr 17, 2025
SELL
$50.81 - $54.04 $73,877 - $78,574
-1,454 Reduced 6.75%
20,087 $1.06 Billion
Q4 2024

Jan 17, 2025
SELL
$51.88 - $57.84 $30,920 - $34,472
-596 Reduced 2.69%
21,541 $1.12 Billion
Q3 2024

Oct 25, 2024
SELL
$52.23 - $56.96 $676,691 - $737,973
-12,956 Reduced 36.92%
22,137 $1.25 Billion
Q1 2024

Apr 19, 2024
BUY
$51.04 - $54.18 $1.79 Million - $1.9 Million
35,093 New
35,093 $1.88 Billion

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
Track This Portfolio

Track Edge Financial Advisors LLC Portfolio

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

News

Stay updated on Edge Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email