Sherman Wealth Management LLC Jp Morgan Diversified Return I Transaction History

Sherman Wealth Management LLC

  • $100 Billion
  • Q4 2025

A detailed history of Sherman Wealth Management LLC transactions in Jp Morgan Diversified Return I stock. As of the latest transaction made, Sherman Wealth Management LLC holds 17,716 shares of JPIN stock, worth $1.21 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares
17,716
Holding current value
$1.21 Million
% of portfolio
1.18%

Shares

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

Jan 14, 2026
BUY
$64.96 - $68.74 $51,903 - $54,923
799 Added 4.51%
18,515 $1.26 Billion
Q4 2025

Jan 13, 2026
BUY
$64.96 - $68.74 $1.15 Million - $1.22 Million
17,716 New
17,716 $1.18 Billion

Others Institutions Holding JPIN

# of Institutions
116
Shares Held
4.2M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN DIVERSIFIED RETURN I

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