Journey Strategic Wealth LLC Jpmorgan Tr. Diversified Retur Transaction History

Journey Strategic Wealth LLC

  • $3.41 Billion
  • Q3 2025

A detailed history of Journey Strategic Wealth LLC transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 9,405 shares of JPME stock, worth $1 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,405
Previous 10,729 12.34%
Holding current value
$1 Million
Previous $1.11 Million 8.36%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Nov 12, 2025
SELL
$103.48 - $109.86 $137,007 - $145,454
-1,324 Reduced 12.34%
9,405 $1.02 Million
Q2 2025

Aug 12, 2025
BUY
$89.28 - $103.8 $29,283 - $34,046
328 Added 3.15%
10,729 $1.11 Million
Q1 2025

May 06, 2025
BUY
$97.76 - $107.35 $25,808 - $28,340
264 Added 2.6%
10,401 $1.05 Million
Q4 2024

Jan 24, 2025
BUY
$102.08 - $110.92 $135,256 - $146,969
1,325 Added 15.04%
10,137 $1.04 Million
Q3 2024

Nov 12, 2024
BUY
$94.32 - $105.04 $104,412 - $116,279
1,107 Added 14.37%
8,812 $925,000
Q2 2024

Aug 14, 2024
BUY
$92.68 - $98.71 $122,522 - $130,494
1,322 Added 20.71%
7,705 $733,000
Q1 2024

May 13, 2024
SELL
$89.62 - $99.14 $3.75 Million - $4.14 Million
-41,798 Reduced 86.75%
6,383 $632,000
Q4 2023

Feb 09, 2024
BUY
$79.3 - $92.33 $188,178 - $219,099
2,373 Added 5.18%
48,181 $4.43 Million
Q3 2023

Nov 08, 2023
BUY
$83.14 - $91.18 $3.81 Million - $4.18 Million
45,808 New
45,808 $3.83 Million

Others Institutions Holding JPME

# of Institutions
109
Shares Held
2.38M
Call Options Held
0
Put Options Held
0
View Full List

About JPMORGAN TR. DIVERSIFIED RETUR

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