Stonehaven Wealth & Tax Solutions, LLC Jpmorgan Tr. Diversified Retur Transaction History

Stonehaven Wealth & Tax Solutions, LLC

  • $108 Billion
  • Q3 2025

A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 22,122 shares of JPME stock, worth $2.36 Million. This represents 2.22% of its overall portfolio holdings.

Number of Shares
22,122
Previous 22,270 0.66%
Holding current value
$2.36 Million
Previous $2.31 Billion 3.88%
% of portfolio
2.22%
Previous 2.25%

Shares

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

Nov 13, 2025
SELL
$103.48 - $109.86 $15,315 - $16,259
-148 Reduced 0.66%
22,122 $2.4 Billion
Q2 2025

Aug 14, 2025
BUY
$89.28 - $103.8 $99,636 - $115,840
1,116 Added 5.28%
22,270 $2.31 Billion
Q1 2025

May 15, 2025
BUY
$97.76 - $107.35 $404,042 - $443,677
4,133 Added 24.28%
21,154 $2.13 Billion
Q4 2024

Feb 13, 2025
BUY
$102.08 - $110.92 $1.74 Million - $1.89 Million
17,021 New
17,021 $1.74 Billion

Others Institutions Holding JPME

# of Institutions
105
Shares Held
2.36M
Call Options Held
0
Put Options Held
0
View Full List

About JPMORGAN TR. DIVERSIFIED RETUR

JPME Quotes by TradingView
  • Ticker JPME
  • Sector ETFs
  • Industry ETFs
More about JPME
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