Edge Financial Advisors LLC Jp Morgan Diversified Return Transaction History

Edge Financial Advisors LLC

  • $158 Billion
  • Q1 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 20,087 shares of JPEM stock, worth $1.06 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
20,087
Previous 21,541 6.75%
Holding current value
$1.06 Million
Previous $1.12 Billion 5.24%
% of portfolio
0.67%
Previous 1.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
137
Shares Held
5.5M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN DIVERSIFIED RETURN

JPEM Quotes by TradingView
  • Ticker JPEM
  • Sector ETFs
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More about JPEM
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