Principal Securities, Inc. Jpmorgan Tr. Diversified Retur Transaction History

Principal Securities, Inc.

$5.32 Trillion
Q2 2025

A detailed history of Principal Securities, Inc. transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Principal Securities, Inc. holds 1,490 shares of JPME stock, worth $156,375. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,490

Previous 1,793 16.9%

Holding current value

$156,375

Previous $184 Million 15.88%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$89.28 - $103.8 $27,051 - $31,451	-303 Reduced 16.9%	1,490 $155 Million
Q4 2024 Jan 30, 2025	BUY	$102.08 - $110.92 $95,240 - $103,488	933 Added 108.49%	1,793 $184 Million
Q3 2024 Oct 28, 2024	BUY	$94.32 - $105.04 $282 - $315	3 Added 0.35%	860 $90.3 Million
Q2 2024 Jul 31, 2024	BUY	$92.68 - $98.71 $23,726 - $25,269	256 Added 42.6%	857 $81.6 Million
Q1 2024 May 10, 2024	BUY	$89.62 - $99.14 $9,051 - $10,013	101 Added 20.2%	601 $59.6 Million
Q4 2023 Feb 07, 2024	BUY	$79.3 - $92.33 $39,650 - $46,165	500 New	500 $45.9 Million

Others Institutions Holding JPME

# of Institutions

Shares Held

2.3M

Call Options Held

Put Options Held

View Full List

About JPMORGAN TR. DIVERSIFIED RETUR

Ticker JPME
Sector ETFs
Industry ETFs

More about JPME

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Principal Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Principal Securities, Inc. with notifications on news.

Account

Principal Securities, Inc. Jpmorgan Tr. Diversified Retur Transaction History