A detailed history of Strategic Financial Concepts, LLC transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 495,640 shares of JPEM stock, worth $27 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
495,640
Previous 45,884 980.2%
Holding current value
$27 Million
Previous $2.45 Billion 32.36%
% of portfolio
0.97%
Previous 0.59%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

BUY
$53.03 - $56.92 $23.9 Million - $25.6 Million
449,756 Added 980.2%
495,640 $1.66 Billion
Q1 2024

Apr 22, 2024

BUY
$51.04 - $54.18 $551,691 - $585,631
10,809 Added 30.82%
45,884 $2.45 Billion
Q4 2023

Jan 18, 2024

SELL
$47.68 - $52.39 $441,945 - $485,602
-9,269 Reduced 20.9%
35,075 $1.83 Billion
Q3 2023

Nov 07, 2023

BUY
$50.11 - $53.14 $250,550 - $265,700
5,000 Added 12.71%
44,344 $2.23 Billion
Q2 2023

Sep 06, 2023

BUY
$49.67 - $52.49 $86,574 - $91,490
1,743 Added 4.64%
39,344 $1.99 Billion
Q1 2023

Sep 06, 2023

BUY
$49.13 - $52.77 $1.85 Million - $1.98 Million
37,601 New
37,601 $1.9 Billion

Others Institutions Holding JPEM

About JP MORGAN DIVERSIFIED RETURN


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