Precedent Wealth Partners, LLC Jp Morgan Diversified Return Transaction History

Precedent Wealth Partners, LLC

  • $477 Billion
  • Q4 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 5,528 shares of JPEM stock, worth $336,544. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,528
Previous 5,743 3.74%
Holding current value
$336,544
Previous $339 Million 0.91%
% of portfolio
0.07%
Previous 0.07%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
SELL
$57.59 - $61.34 $12,381 - $13,188
-215 Reduced 3.74%
5,528 $336 Million
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
128
Shares Held
5.39M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN DIVERSIFIED RETURN

JPEM Quotes by TradingView
  • Ticker JPEM
  • Sector ETFs
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More about JPEM
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