Walkner Condon Financial Advisors LLC Jp Morgan Diversified Return Transaction History

Walkner Condon Financial Advisors LLC

  • $686 Million
  • Q4 2025

A detailed history of Walkner Condon Financial Advisors LLC transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 3,413 shares of JPEM stock, worth $207,783. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,413
Holding current value
$207,783
% of portfolio
0.03%

Shares

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

Jan 20, 2026
BUY
$57.59 - $61.34 $196,554 - $209,353
3,413 New
3,413 $207,000
Q2 2025

Aug 06, 2025
SELL
$48.41 - $56.7 $43,714 - $51,200
-903 Reduced 19.39%
3,754 $211,000
Q4 2024

Jan 29, 2025
BUY
$51.88 - $57.84 $15,615 - $17,409
301 Added 6.91%
4,657 $241,000
Q3 2024

Oct 31, 2024
BUY
$52.23 - $56.96 $8,304 - $9,056
159 Added 3.79%
4,356 $246,000
Q2 2024

Jul 26, 2024
BUY
$53.03 - $56.92 $14,265 - $15,311
269 Added 6.85%
4,197 $226,000
Q1 2024

Apr 22, 2024
SELL
$51.04 - $54.18 $94,066 - $99,853
-1,843 Reduced 31.94%
3,928 $209,000
Q4 2023

Jan 23, 2024
BUY
$47.68 - $52.39 $275,161 - $302,342
5,771 New
5,771 $301,000

Others Institutions Holding JPEM

# of Institutions
128
Shares Held
5.39M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN DIVERSIFIED RETURN

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