Strategic Financial Concepts, LLC Jp Morgan Diversified Return Transaction History

Strategic Financial Concepts, LLC

$688 Billion
Q3 2025

A detailed history of Strategic Financial Concepts, LLC transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 4,627 shares of JPEM stock, worth $281,691. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,627

Previous 4,293 7.78%

Holding current value

$281,691

Previous $242 Million 14.59%

% of portfolio

0.04%

Previous 0.03%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$56.25 - $59.87 $18,787 - $19,996	334 Added 7.78%	4,627 $278 Million
Q2 2025 Aug 05, 2025	SELL	$48.41 - $56.7 $1.02 Million - $1.2 Million	-21,100 Reduced 83.09%	4,293 $242 Million
Q1 2025 Apr 28, 2025	SELL	$50.81 - $54.04 $760,320 - $808,654	-14,964 Reduced 37.08%	25,393 $1.34 Billion
Q4 2024 Jan 30, 2025	SELL	$51.88 - $57.84 $22.3 Million - $24.9 Million	-430,295 Reduced 91.43%	40,357 $2.09 Billion
Q4 2024 Jan 27, 2025	BUY	$51.88 - $57.84 $23.9 Million - $26.7 Million	461,615 Added 5108.06%	470,652 $2.09 Billion

Q3 2024 Nov 12, 2024	SELL	$52.23 - $56.96 $25.4 Million - $27.7 Million	-486,603 Reduced 98.18%	9,037 $512 Million
Q2 2024 Aug 06, 2024	BUY	$53.03 - $56.92 $23.9 Million - $25.6 Million	449,756 Added 980.2%	495,640 $1.66 Billion
Q1 2024 Apr 22, 2024	BUY	$51.04 - $54.18 $551,691 - $585,631	10,809 Added 30.82%	45,884 $2.45 Billion
Q4 2023 Jan 18, 2024	SELL	$47.68 - $52.39 $441,945 - $485,602	-9,269 Reduced 20.9%	35,075 $1.83 Billion
Q3 2023 Nov 07, 2023	BUY	$50.11 - $53.14 $250,550 - $265,700	5,000 Added 12.71%	44,344 $2.23 Billion
Q2 2023 Sep 06, 2023	BUY	$49.67 - $52.49 $86,574 - $91,490	1,743 Added 4.64%	39,344 $1.99 Billion
Q1 2023 Sep 06, 2023	BUY	$49.13 - $52.77 $1.85 Million - $1.98 Million	37,601 New	37,601 $1.9 Billion

Others Institutions Holding JPEM

# of Institutions

127

Shares Held

5.39M

Call Options Held

Put Options Held

View Full List

About JP MORGAN DIVERSIFIED RETURN

Ticker JPEM
Sector ETFs
Industry ETFs

More about JPEM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Financial Concepts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Financial Concepts, LLC with notifications on news.

Account

Strategic Financial Concepts, LLC Jp Morgan Diversified Return Transaction History