Precedent Wealth Partners, LLC Jp Morgan Diversified Return Transaction History

Precedent Wealth Partners, LLC

$454 Billion
Q3 2025

A detailed history of Precedent Wealth Partners, LLC transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 5,743 shares of JPEM stock, worth $349,633. This represents 0.07% of its overall portfolio holdings.

Number of Shares

5,743

Previous 15,262 62.37%

Holding current value

$349,633

Previous $861 Million 60.65%

% of portfolio

0.07%

Previous 0.21%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	SELL	$56.25 - $59.87 $535,443 - $569,902	-9,519 Reduced 62.37%	5,743 $339 Million
Q2 2025 Jul 21, 2025	SELL	$48.41 - $56.7 $7,794 - $9,128	-161 Reduced 1.04%	15,262 $861 Million
Q1 2025 Apr 17, 2025	SELL	$50.81 - $54.04 $54,569 - $58,038	-1,074 Reduced 6.51%	15,423 $813 Million
Q4 2024 Jan 21, 2025	SELL	$51.88 - $57.84 $25,940 - $28,920	-500 Reduced 2.94%	16,497 $856 Million
Q3 2024 Oct 17, 2024	SELL	$52.23 - $56.96 $20,056 - $21,872	-384 Reduced 2.21%	16,997 $963 Million

Q2 2024 Jul 23, 2024	SELL	$53.03 - $56.92 $13,204 - $14,173	-249 Reduced 1.41%	17,381 $940 Million
Q1 2024 Apr 23, 2024	SELL	$51.04 - $54.18 $46,803 - $49,683	-917 Reduced 4.94%	17,630 $942 Million
Q4 2023 Jan 18, 2024	BUY	$47.68 - $52.39 $884,320 - $971,677	18,547 New	18,547 $970 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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Precedent Wealth Partners, LLC Jp Morgan Diversified Return Transaction History