New Edge Advisors, LLC Jp Morgan Diversified Return Transaction History

New Edge Advisors, LLC

$20.5 Billion
Q3 2025

A detailed history of New Edge Advisors, LLC transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, New Edge Advisors, LLC holds 651 shares of JPEM stock, worth $39,632. This represents 0.0% of its overall portfolio holdings.

Number of Shares

651

Previous 644 1.09%

Holding current value

$39,632

Previous $36,000 5.56%

% of portfolio

0.0%

Previous 0.0%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$56.25 - $59.87 $393 - $419	7 Added 1.09%	651 $38,000
Q2 2025 Aug 14, 2025	SELL	$48.41 - $56.7 $1,984 - $2,324	-41 Reduced 5.99%	644 $36,000
Q1 2025 May 15, 2025	SELL	$50.81 - $54.04 $25,201 - $26,803	-496 Reduced 42.0%	685 $36,000
Q4 2024 Feb 13, 2025	BUY	$51.88 - $57.84 $985 - $1,098	19 Added 1.64%	1,181 $61,000
Q3 2024 Nov 14, 2024	BUY	$52.23 - $56.96 $783 - $854	15 Added 1.31%	1,162 $65,000

Q2 2024 Aug 15, 2024	BUY	$53.03 - $56.92 $795 - $853	15 Added 1.33%	1,147 $62,000
Q1 2024 May 14, 2024	BUY	$51.04 - $54.18 $51 - $54	1 Added 0.09%	1,132 $60,000
Q4 2023 Feb 13, 2024	SELL	$47.68 - $52.39 $286 - $314	-6 Reduced 0.53%	1,131 $59,000
Q3 2023 Nov 14, 2023	SELL	$50.11 - $53.14 $12,327 - $13,072	-246 Reduced 17.79%	1,137 $57,000
Q2 2023 Aug 14, 2023	BUY	$49.67 - $52.49 $1,937 - $2,047	39 Added 2.9%	1,383 $69,000
Q1 2023 May 12, 2023	BUY	$49.13 - $52.77 $49 - $52	1 Added 0.07%	1,344 $67,000
Q4 2022 Feb 14, 2023	BUY	$44.98 - $50.79 $60,408 - $68,210	1,343 New	1,343 $66,000
Q4 2021 Feb 17, 2022	SELL	$55.08 - $58.89 $217,621 - $232,674	-3,951 Closed	0 $0
Q3 2021 Oct 29, 2021	SELL	$57.08 - $60.7 $33,106 - $35,206	-580 Reduced 12.8%	3,951 $228,000
Q2 2021 Jul 22, 2021	SELL	$56.46 - $61.33 $7,339 - $7,972	-130 Reduced 2.79%	4,531 $269,000
Q1 2021 Apr 26, 2021	SELL	$54.39 - $58.37 $527,854 - $566,480	-9,705 Reduced 67.56%	4,661 $264,000
Q4 2020 Jan 27, 2021	BUY	$46.21 - $55.01 $172,686 - $205,572	3,737 Added 35.16%	14,366 $788,000
Q3 2020 Nov 03, 2020	BUY	$46.22 - $49.56 $179,472 - $192,441	3,883 Added 57.56%	10,629 $497,000
Q2 2020 Jul 29, 2020	BUY	$38.36 - $48.81 $18,527 - $23,575	483 Added 7.71%	6,746 $310,000
Q1 2020 May 04, 2020	SELL	$36.19 - $58.24 $746,853 - $1.2 Million	-20,637 Reduced 76.72%	6,263 $249,000
Q4 2019 Jan 31, 2020	SELL	$51.7 - $57.01 $89,130 - $98,285	-1,724 Reduced 6.02%	26,900 $1.53 Million
Q3 2019 Nov 06, 2019	BUY	$52.32 - $54.38 $1.5 Million - $1.56 Million	28,624 New	28,624 $1.5 Million

Others Institutions Holding JPEM

# of Institutions

127

Shares Held

5.39M

Call Options Held

Put Options Held

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About JP MORGAN DIVERSIFIED RETURN

Ticker JPEM
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New Edge Advisors, LLC Jp Morgan Diversified Return Transaction History