A detailed history of Mn Wealth Advisors, LLC transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Mn Wealth Advisors, LLC holds 5,904 shares of JPEM stock, worth $308,720. This represents 0.19% of its overall portfolio holdings.

Number of Shares
5,904
Previous 5,989 1.42%
Holding current value
$308,720
Previous $324 Million 3.23%
% of portfolio
0.19%
Previous 0.19%

Shares

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

Oct 15, 2024

SELL
$52.23 - $56.96 $4,439 - $4,841
-85 Reduced 1.42%
5,904 $334 Million
Q2 2024

Jul 23, 2024

SELL
$53.03 - $56.92 $20,681 - $22,198
-390 Reduced 6.11%
5,989 $324 Million
Q1 2024

Apr 30, 2024

BUY
$51.04 - $54.18 $8,166 - $8,668
160 Added 2.57%
6,379 $341 Million
Q4 2023

Feb 12, 2024

BUY
$47.68 - $52.39 $296,521 - $325,813
6,219 New
6,219 $325 Million

Others Institutions Holding JPEM

About JP MORGAN DIVERSIFIED RETURN


  • Ticker JPEM
  • Sector ETFs
  • Industry ETFs
More about JPEM
Track This Portfolio

Track Mn Wealth Advisors, LLC Portfolio

Follow Mn Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mn Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mn Wealth Advisors, LLC with notifications on news.