Lpl Financial LLC Jp Morgan Diversified Return Transaction History

Lpl Financial LLC

  • $320 Billion
  • Q3 2025

A detailed history of Lpl Financial LLC transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Lpl Financial LLC holds 396,855 shares of JPEM stock, worth $24.2 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
396,855
Previous 316,730 25.3%
Holding current value
$24.2 Million
Previous $17.9 Million 31.05%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2025
BUY
$56.25 - $59.87 $4.51 Million - $4.8 Million
80,125 Added 25.3%
396,855 $23.4 Million
Q2 2025

Aug 12, 2025
BUY
$48.41 - $56.7 $856,566 - $1 Million
17,694 Added 5.92%
316,730 $17.9 Million
Q1 2025

May 07, 2025
BUY
$50.81 - $54.04 $330,874 - $351,908
6,512 Added 2.23%
299,036 $15.8 Million
Q4 2024

Feb 11, 2025
BUY
$51.88 - $57.84 $103,137 - $114,985
1,988 Added 0.68%
292,524 $15.2 Million
Q3 2024

Nov 08, 2024
BUY
$52.23 - $56.96 $952,466 - $1.04 Million
18,236 Added 6.7%
290,536 $16.5 Million
Q2 2024

Aug 07, 2024
BUY
$53.03 - $56.92 $752,495 - $807,694
14,190 Added 5.5%
272,300 $14.7 Million
Q1 2024

May 10, 2024
BUY
$51.04 - $54.18 $326,860 - $346,968
6,404 Added 2.54%
258,110 $13.8 Million
Q4 2023

Feb 14, 2024
BUY
$47.68 - $52.39 $1.97 Million - $2.17 Million
41,408 Added 19.69%
251,706 $13.2 Million
Q3 2023

Nov 13, 2023
BUY
$50.11 - $53.14 $1.46 Million - $1.55 Million
29,220 Added 16.14%
210,298 $10.6 Million
Q2 2023

Jul 31, 2023
BUY
$49.67 - $52.49 $3.42 Million - $3.61 Million
68,842 Added 61.34%
181,078 $9.14 Million
Q1 2023

May 10, 2023
BUY
$49.13 - $52.77 $1.59 Million - $1.71 Million
32,333 Added 40.47%
112,236 $5.67 Million
Q4 2022

Feb 07, 2023
BUY
$44.98 - $50.79 $2.46 Million - $2.78 Million
54,656 Added 216.49%
79,903 $3.94 Million
Q3 2022

Nov 14, 2022
SELL
$44.6 - $51.11 $40,853 - $46,816
-916 Reduced 3.5%
25,247 $1.13 Million
Q2 2022

Aug 12, 2022
SELL
$49.0 - $57.04 $20,825 - $24,242
-425 Reduced 1.6%
26,163 $1.29 Million
Q1 2022

May 16, 2022
BUY
$52.06 - $59.22 $440,427 - $501,001
8,460 Added 46.67%
26,588 $1.48 Million
Q4 2021

Feb 14, 2022
SELL
$55.08 - $58.89 $111,592 - $119,311
-2,026 Reduced 10.05%
18,128 $1.03 Million
Q3 2021

Nov 15, 2021
BUY
$57.08 - $60.7 $6,906 - $7,344
121 Added 0.6%
20,154 $1.16 Million
Q2 2021

Aug 13, 2021
SELL
$56.46 - $61.33 $191,625 - $208,154
-3,394 Reduced 14.49%
20,033 $1.19 Million
Q1 2021

May 14, 2021
BUY
$54.39 - $58.37 $69,020 - $74,071
1,269 Added 5.73%
23,427 $1.33 Million
Q4 2020

Feb 12, 2021
SELL
$46.21 - $55.01 $43,160 - $51,379
-934 Reduced 4.04%
22,158 $1.22 Million
Q3 2020

Nov 09, 2020
SELL
$46.22 - $49.56 $78,158 - $83,805
-1,691 Reduced 6.82%
23,092 $1.08 Million
Q2 2020

Aug 13, 2020
SELL
$38.36 - $48.81 $247,613 - $315,068
-6,455 Reduced 20.66%
24,783 $1.14 Million
Q1 2020

May 14, 2020
SELL
$36.19 - $58.24 $122,865 - $197,724
-3,395 Reduced 9.8%
31,238 $1.24 Million
Q4 2019

Feb 14, 2020
SELL
$51.7 - $57.01 $135,971 - $149,936
-2,630 Reduced 7.06%
34,633 $1.97 Million
Q3 2019

Nov 13, 2019
BUY
$52.32 - $54.38 $37,408 - $38,881
715 Added 1.96%
37,263 $1.95 Million
Q2 2019

Aug 09, 2019
SELL
N/A
-868 Reduced 2.32%
36,548 $2.03 Million
Q1 2019

May 08, 2019
BUY
N/A
1,760 Added 4.94%
37,416 $2.03 Million
Q4 2018

Feb 07, 2019
BUY
N/A
9,237 Added 34.96%
35,656 $1.81 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-342 Reduced 1.28%
26,419 $1.43 Million
Q2 2018

Aug 14, 2018
BUY
N/A
2,318 Added 9.48%
26,761 $1.45 Million
Q1 2018

May 15, 2018
BUY
N/A
5,787 Added 31.02%
24,443 $1.48 Million
Q4 2017

Feb 14, 2018
BUY
N/A
1,918 Added 11.46%
18,656 $1.09 Million
Q3 2017

Nov 14, 2017
BUY
N/A
8,914 Added 113.93%
16,738 $944,000
Q2 2017

Aug 14, 2017
BUY
N/A
7,824
7,824 $409,000

Others Institutions Holding JPEM

# of Institutions
127
Shares Held
5.39M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN DIVERSIFIED RETURN

JPEM Quotes by TradingView
  • Ticker JPEM
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