Precedent Wealth Partners, LLC Jp Morgan Diversified Return Transaction History

Precedent Wealth Partners, LLC

  • $306 Billion
  • Q4 2024

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 16,497 shares of JPEM stock, worth $868,567. This represents 0.28% of its overall portfolio holdings.

Number of Shares
16,497
Previous 16,997 2.94%
Holding current value
$868,567
Previous $963 Million 11.08%
% of portfolio
0.28%
Previous 0.32%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
123
Shares Held
4.76M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN DIVERSIFIED RETURN

JPEM Quotes by TradingView
  • Ticker JPEM
  • Sector ETFs
  • Industry ETFs
More about JPEM
Track This Portfolio

Track Precedent Wealth Partners, LLC Portfolio

Follow Precedent Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Precedent Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Precedent Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email