A detailed history of Visionary Wealth Advisors transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Visionary Wealth Advisors holds 16,169 shares of JPEM stock, worth $822,840. This represents 0.06% of its overall portfolio holdings.

Number of Shares
16,169
Previous 14,467 11.76%
Holding current value
$822,840
Previous $782,000 17.01%
% of portfolio
0.06%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$52.23 - $56.96 $88,895 - $96,945
1,702 Added 11.76%
16,169 $915,000
Q2 2024

Aug 13, 2024

SELL
$53.03 - $56.92 $253,218 - $271,793
-4,775 Reduced 24.82%
14,467 $782,000
Q1 2024

May 15, 2024

BUY
$51.04 - $54.18 $83,297 - $88,421
1,632 Added 9.27%
19,242 $1.03 Million
Q4 2023

Feb 14, 2024

BUY
$47.68 - $52.39 $30,515 - $33,529
640 Added 3.77%
17,610 $920,000
Q3 2023

Nov 13, 2023

BUY
$50.11 - $53.14 $131,438 - $139,386
2,623 Added 18.28%
16,970 $854,000
Q2 2023

Aug 11, 2023

BUY
$49.67 - $52.49 $712,615 - $753,074
14,347 New
14,347 $724,000

Others Institutions Holding JPEM

About JP MORGAN DIVERSIFIED RETURN


  • Ticker JPEM
  • Sector ETFs
  • Industry ETFs
More about JPEM
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