Ifp Advisors, Inc Jpmorgan Tr. Diversified Retur Transaction History

Ifp Advisors, Inc

$3.59 Billion
Q3 2025

A detailed history of Ifp Advisors, Inc transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Ifp Advisors, Inc holds 342 shares of JPME stock, worth $36,525. This represents 0.0% of its overall portfolio holdings.

Number of Shares

342

Previous 317 7.89%

Holding current value

$36,525

Previous $32,000 15.63%

% of portfolio

0.0%

Previous 0.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Dec 02, 2025	BUY	$103.48 - $109.86 $2,587 - $2,746	25 Added 7.89%	342 $37,000
Q2 2025 Jul 24, 2025	BUY	$89.28 - $103.8 $178 - $207	2 Added 0.63%	317 $32,000
Q1 2025 May 05, 2025	BUY	$97.76 - $107.35 $97 - $107	1 Added 0.32%	315 $31,000
Q4 2024 Feb 04, 2025	BUY	$102.08 - $110.92 $204 - $221	2 Added 0.64%	314 $32,000
Q3 2024 Feb 04, 2025	BUY	$94.32 - $105.04 $94 - $105	1 Added 0.32%	312 $32,000

Q2 2024 Jul 30, 2024	BUY	$92.68 - $98.71 $185 - $197	2 Added 0.65%	311 $29,000
Q1 2024 Jul 30, 2024	BUY	$89.62 - $99.14 $89 - $99	1 Added 0.32%	309 $30,000
Q4 2023 Jan 09, 2024	SELL	$79.3 - $92.33 $109,037 - $126,953	-1,375 Reduced 81.7%	308 $28,000
Q3 2023 Oct 12, 2023	BUY	$83.14 - $91.18 $581 - $638	7 Added 0.42%	1,683 $140,000
Q2 2023 Aug 04, 2023	BUY	$82.21 - $88.3 $1,561 - $1,677	19 Added 1.15%	1,676 $147,000
Q1 2023 Apr 18, 2023	BUY	$81.5 - $91.5 $1,874 - $2,104	23 Added 1.41%	1,657 $142,000
Q4 2022 Feb 07, 2023	SELL	$77.11 - $88.88 $49,427 - $56,972	-641 Reduced 28.18%	1,634 $107,000
Q3 2022 Nov 08, 2022	BUY	$76.41 - $91.43 $11,690 - $13,988	153 Added 7.21%	2,275 $148,000
Q2 2022 Sep 06, 2022	BUY	$78.92 - $95.02 $167,468 - $201,632	2,122 New	2,122 $137,000
Q2 2022 Aug 12, 2022	SELL	$78.92 - $95.02 $167,468 - $201,632	-2,122 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$87.14 - $95.75 $175,761 - $193,127	2,017 Added 1920.95%	2,122 $198,000
Q2 2021 Jul 13, 2021	BUY	$83.85 - $89.41 $8,804 - $9,388	105 New	105 $9,000

Others Institutions Holding JPME

# of Institutions

105

Shares Held

2.36M

Call Options Held

Put Options Held

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About JPMORGAN TR. DIVERSIFIED RETUR

Ticker JPME
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