Summit Wealth Partners, LLC Jp Morgan Diversified Return I Transaction History

Summit Wealth Partners, LLC

  • $554 Billion
  • Q3 2025

A detailed history of Summit Wealth Partners, LLC transactions in Jp Morgan Diversified Return I stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 3,170 shares of JPIN stock, worth $216,320. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,170
Previous 3,149 0.67%
Holding current value
$216,320
Previous $202 Million 4.55%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 21, 2025
BUY
$63.14 - $67.96 $1,325 - $1,427
21 Added 0.67%
3,170 $211 Million
Q2 2025

Aug 11, 2025
BUY
$52.18 - $64.25 $164,314 - $202,323
3,149 New
3,149 $202 Million
Q3 2024

Oct 28, 2024
BUY
$54.1 - $60.82 $181,884 - $204,476
3,362 New
3,362 $202 Million
Q4 2021

Sep 10, 2024
SELL
$58.11 - $61.62 $10,634 - $11,276
-183 Reduced 5.0%
3,478 $206 Million
Q3 2021

Sep 10, 2024
BUY
$60.31 - $64.02 $1,990 - $2,112
33 Added 0.91%
3,661 $221 Million
Q2 2021

Sep 10, 2024
BUY
$61.55 - $64.56 $2,154 - $2,259
35 Added 0.97%
3,628 $227 Million
Q1 2021

Sep 10, 2024
SELL
$58.26 - $61.7 $22,313 - $23,631
-383 Reduced 9.63%
3,593 $219 Million
Q4 2020

Sep 10, 2024
SELL
$49.86 - $58.47 $66,413 - $77,882
-1,332 Reduced 25.09%
3,976 $231 Million
Q3 2020

Sep 10, 2024
BUY
$49.59 - $53.56 $2,231 - $2,410
45 Added 0.86%
5,308 $274 Million
Q2 2020

Sep 10, 2024
BUY
$41.38 - $52.51 $217,782 - $276,360
5,263 New
5,263 $260 Million

Others Institutions Holding JPIN

# of Institutions
115
Shares Held
4.21M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN DIVERSIFIED RETURN I

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