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 8,812 shares of JPME stock, worth $913,892. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,812
Previous 7,705 14.37%
Holding current value
$913,892
Previous $733,000 26.19%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About JPMORGAN TR. DIVERSIFIED RETUR


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