Wealthspire Advisors, LLC Jp Morgan Diversified Return Transaction History

Wealthspire Advisors, LLC

  • $18.8 Billion
  • Q3 2025

A detailed history of Wealthspire Advisors, LLC transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 3,164 shares of JPEM stock, worth $192,624. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,164
Previous 4,333 26.98%
Holding current value
$192,624
Previous $244,000 23.77%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2025
SELL
$56.25 - $59.87 $65,756 - $69,988
-1,169 Reduced 26.98%
3,164 $186,000
Q2 2025

Aug 11, 2025
SELL
$48.41 - $56.7 $38,340 - $44,906
-792 Reduced 15.45%
4,333 $244,000
Q1 2025

May 09, 2025
SELL
$50.81 - $54.04 $386,410 - $410,974
-7,605 Reduced 59.74%
5,125 $270,000
Q4 2024

Feb 03, 2025
SELL
$51.88 - $57.84 $251,202 - $280,061
-4,842 Reduced 27.56%
12,730 $660,000
Q3 2024

Nov 13, 2024
SELL
$52.23 - $56.96 $12,326 - $13,442
-236 Reduced 1.33%
17,572 $995,000
Q2 2024

Aug 08, 2024
SELL
$53.03 - $56.92 $797,518 - $856,019
-15,039 Reduced 45.79%
17,808 $963,000
Q1 2024

May 06, 2024
SELL
$51.04 - $54.18 $769,938 - $817,305
-15,085 Reduced 31.47%
32,847 $1.76 Million
Q4 2023

Feb 06, 2024
SELL
$47.68 - $52.39 $143,659 - $157,851
-3,013 Reduced 5.91%
47,932 $2.51 Million
Q3 2023

Nov 06, 2023
BUY
$50.11 - $53.14 $2.55 Million - $2.71 Million
50,945 New
50,945 $2.57 Million

Others Institutions Holding JPEM

# of Institutions
127
Shares Held
5.43M
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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