Edge Financial Advisors LLC Jp Morgan Diversified Return I Transaction History

Edge Financial Advisors LLC

  • $223 Billion
  • Q3 2025

A detailed history of Edge Financial Advisors LLC transactions in Jp Morgan Diversified Return I stock. As of the latest transaction made, Edge Financial Advisors LLC holds 9,716 shares of JPIN stock, worth $663,019. This represents 0.29% of its overall portfolio holdings.

Number of Shares
9,716
Previous 9,653 0.65%
Holding current value
$663,019
Previous $620 Million 4.44%
% of portfolio
0.29%
Previous 0.33%

Shares

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

Oct 31, 2025
BUY
$63.14 - $67.96 $3,977 - $4,281
63 Added 0.65%
9,716 $647 Million
Q2 2025

Jul 23, 2025
SELL
$52.18 - $64.25 $2,139 - $2,634
-41 Reduced 0.42%
9,653 $620 Million
Q1 2025

Apr 17, 2025
SELL
$52.75 - $58.91 $37,188 - $41,531
-705 Reduced 6.78%
9,694 $554 Million
Q4 2024

Jan 17, 2025
BUY
$53.56 - $59.9 $5,784 - $6,469
108 Added 1.05%
10,399 $557 Million
Q3 2024

Oct 25, 2024
SELL
$54.1 - $60.82 $362,199 - $407,189
-6,695 Reduced 39.41%
10,291 $618 Million
Q1 2024

Apr 19, 2024
BUY
$52.64 - $56.44 $894,143 - $958,689
16,986 New
16,986 $957 Million

Others Institutions Holding JPIN

# of Institutions
115
Shares Held
4.21M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN DIVERSIFIED RETURN I

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