Mn Wealth Advisors, LLC Jp Morgan Diversified Return Transaction History

Mn Wealth Advisors, LLC

$187 Billion
Q3 2025

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 3,952 shares of JPEM stock, worth $240,597. This represents 0.12% of its overall portfolio holdings.

Number of Shares

3,952

Previous 4,129 4.29%

Holding current value

$240,597

Previous $233 Million 0.1%

% of portfolio

0.12%

Previous 0.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$56.25 - $59.87 $9,956 - $10,596	-177 Reduced 4.29%	3,952 $233 Million
Q2 2025 Jul 31, 2025	SELL	$48.41 - $56.7 $20,816 - $24,381	-430 Reduced 9.43%	4,129 $233 Million
Q1 2025 Apr 18, 2025	SELL	$50.81 - $54.04 $39,733 - $42,259	-782 Reduced 14.64%	4,559 $240 Million
Q4 2024 Jan 30, 2025	SELL	$51.88 - $57.84 $29,208 - $32,563	-563 Reduced 9.54%	5,341 $277 Million
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

# of Institutions

127

Shares Held

5.39M

Call Options Held

Put Options Held

View Full List

About JP MORGAN DIVERSIFIED RETURN

Ticker JPEM
Sector ETFs
Industry ETFs

More about JPEM

Track This Portfolio

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.

Account

Mn Wealth Advisors, LLC Jp Morgan Diversified Return Transaction History