Shepherd Kaplan Krochuk, LLC Jp Morgan Diversified Return Transaction History

Shepherd Kaplan Krochuk, LLC

  • $119 Million
  • Q3 2025

A detailed history of Shepherd Kaplan Krochuk, LLC transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Shepherd Kaplan Krochuk, LLC holds 14,545 shares of JPEM stock, worth $885,499. This represents 0.72% of its overall portfolio holdings.

Number of Shares
14,545
Previous 15,692 7.31%
Holding current value
$885,499
Previous $885,000 3.05%
% of portfolio
0.72%
Previous 0.79%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
SELL
$56.25 - $59.87 $64,518 - $68,670
-1,147 Reduced 7.31%
14,545 $858,000
Q2 2025

Aug 13, 2025
SELL
$48.41 - $56.7 $96,626 - $113,173
-1,996 Reduced 11.28%
15,692 $885,000
Q1 2025

May 14, 2025
SELL
$50.81 - $54.04 $26,472 - $28,154
-521 Reduced 2.86%
17,688 $932,000
Q4 2024

Feb 13, 2025
BUY
$51.88 - $57.84 $10,012 - $11,163
193 Added 1.07%
18,209 $944,000
Q3 2024

Nov 14, 2024
SELL
$52.23 - $56.96 $246,630 - $268,965
-4,722 Reduced 20.77%
18,016 $1.02 Million
Q2 2024

Aug 14, 2024
SELL
$53.03 - $56.92 $3,234 - $3,472
-61 Reduced 0.27%
22,738 $1.23 Million
Q1 2024

May 14, 2024
SELL
$51.04 - $54.18 $724,308 - $768,868
-14,191 Reduced 38.36%
22,799 $1.22 Million
Q3 2023

Nov 13, 2023
SELL
$50.11 - $53.14 $72,910 - $77,318
-1,455 Reduced 3.78%
36,990 $1.86 Million
Q2 2023

Aug 14, 2023
BUY
$49.67 - $52.49 $117,618 - $124,296
2,368 Added 6.56%
38,445 $1.94 Million
Q1 2023

May 11, 2023
BUY
$49.13 - $52.77 $255,672 - $274,615
5,204 Added 16.86%
36,077 $1.82 Million
Q4 2022

Feb 13, 2023
BUY
$44.98 - $50.79 $1.39 Million - $1.57 Million
30,873 New
30,873 $1.52 Million

Others Institutions Holding JPEM

# of Institutions
127
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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