New Edge Advisors, LLC Jp Morgan Diversified Return I 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 I stock. As of the latest transaction made, New Edge Advisors, LLC holds 10,546 shares of JPIN stock, worth $719,659. This represents 0.0% of its overall portfolio holdings.

Number of Shares

10,546

Previous 12,237 13.82%

Holding current value

$719,659

Previous $784,000 10.46%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$63.14 - $67.96 $106,769 - $114,920	-1,691 Reduced 13.82%	10,546 $702,000
Q2 2025 Aug 14, 2025	BUY	$52.18 - $64.25 $54,475 - $67,077	1,044 Added 9.33%	12,237 $784,000
Q1 2025 May 15, 2025	SELL	$52.75 - $58.91 $193,223 - $215,787	-3,663 Reduced 24.66%	11,193 $639,000
Q4 2024 Feb 13, 2025	BUY	$53.56 - $59.9 $499,286 - $558,387	9,322 Added 168.45%	14,856 $795,000
Q3 2024 Nov 14, 2024	BUY	$54.1 - $60.82 $68,652 - $77,180	1,269 Added 29.75%	5,534 $332,000

Q2 2024 Aug 15, 2024	BUY	$53.9 - $57.66 $1,455 - $1,556	27 Added 0.64%	4,265 $235,000
Q1 2024 May 14, 2024	BUY	$52.64 - $56.44 $52 - $56	1 Added 0.02%	4,238 $238,000
Q4 2023 Feb 13, 2024	BUY	$48.36 - $54.84 $204,901 - $232,357	4,237 New	4,237 $230,000
Q4 2022 Feb 14, 2023	BUY	$42.35 - $50.7 $1.13 Million - $1.35 Million	26,693 New	26,693 $1.32 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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New Edge Advisors, LLC Jp Morgan Diversified Return I Transaction History