A detailed history of Gateway Wealth Partners, LLC transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Gateway Wealth Partners, LLC holds 47,708 shares of JPME stock, worth $5 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares
47,708
Previous 46,897 1.73%
Holding current value
$5 Million
Previous $4.46 Billion 12.25%
% of portfolio
1.38%
Previous 1.35%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$94.32 - $105.04 $76,493 - $85,187
811 Added 1.73%
47,708 $5.01 Billion
Q2 2024

Aug 16, 2024

BUY
$92.68 - $98.71 $872,582 - $929,354
9,415 Added 25.12%
46,897 $4.46 Billion
Q1 2024

May 14, 2024

BUY
$89.62 - $99.14 $574,733 - $635,784
6,413 Added 20.64%
37,482 $3.72 Billion
Q4 2023

Feb 13, 2024

BUY
$79.3 - $92.33 $348,840 - $406,159
4,399 Added 16.49%
31,069 $2.85 Billion
Q3 2023

Nov 14, 2023

BUY
$83.14 - $91.18 $141,753 - $155,461
1,705 Added 6.83%
26,670 $2.23 Billion
Q2 2023

Aug 14, 2023

BUY
$82.21 - $88.3 $563,713 - $605,473
6,857 Added 37.87%
24,965 $2.2 Billion
Q1 2023

May 10, 2023

BUY
$81.5 - $91.5 $1.24 Million - $1.39 Million
15,226 Added 528.31%
18,108 $1.55 Billion
Q4 2022

Feb 15, 2023

BUY
$77.11 - $88.88 $222,231 - $256,152
2,882 New
2,882 $243 Million

Others Institutions Holding JPME

About JPMORGAN TR. DIVERSIFIED RETUR


  • Ticker JPME
  • Sector ETFs
  • Industry ETFs
More about JPME
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