Mn Wealth Advisors, LLC Jp Morgan Diversified Return I Transaction History

Mn Wealth Advisors, LLC

$187 Billion
Q3 2025

A detailed history of Mn Wealth Advisors, LLC transactions in Jp Morgan Diversified Return I stock. As of the latest transaction made, Mn Wealth Advisors, LLC holds 7,854 shares of JPIN stock, worth $535,956. This represents 0.28% of its overall portfolio holdings.

Number of Shares

7,854

Previous 8,533 7.96%

Holding current value

$535,956

Previous $547 Million 4.39%

% of portfolio

0.28%

Previous 0.32%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$63.14 - $67.96 $42,872 - $46,144	-679 Reduced 7.96%	7,854 $523 Million
Q2 2025 Jul 31, 2025	BUY	$52.18 - $64.25 $95,437 - $117,513	1,829 Added 27.28%	8,533 $547 Million
Q1 2025 Apr 18, 2025	SELL	$52.75 - $58.91 $44,890 - $50,132	-851 Reduced 11.26%	6,704 $383 Million
Q4 2024 Jan 30, 2025	BUY	$53.56 - $59.9 $43,115 - $48,219	805 Added 11.93%	7,555 $405 Million
Q3 2024 Oct 15, 2024	BUY	$54.1 - $60.82 $59,834 - $67,266	1,106 Added 19.6%	6,750 $406 Million

Q2 2024 Jul 23, 2024	BUY	$53.9 - $57.66 $24,362 - $26,062	452 Added 8.71%	5,644 $312 Million
Q1 2024 Apr 30, 2024	BUY	$52.64 - $56.44 $2,895 - $3,104	55 Added 1.07%	5,192 $292 Million
Q4 2023 Feb 12, 2024	BUY	$48.36 - $54.84 $248,425 - $281,713	5,137 New	5,137 $279 Million

Others Institutions Holding JPIN

# of Institutions

115

Shares Held

4.21M

Call Options Held

Put Options Held

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About JP MORGAN DIVERSIFIED RETURN I

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Mn Wealth Advisors, LLC Jp Morgan Diversified Return I Transaction History