Lodestone Wealth Management LLC Jp Morgan Diversified Return Transaction History

Lodestone Wealth Management LLC

$200 Billion
Q3 2024

A detailed history of Lodestone Wealth Management LLC transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 6,276 shares of JPEM stock, worth $335,263. This represents 0.18% of its overall portfolio holdings.

Number of Shares

6,276

Previous 6,802 7.73%

Holding current value

$335,263

Previous $368 Million 3.38%

% of portfolio

0.18%

Previous 0.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$52.23 - $56.96 $27,472 - $29,960	-526 Reduced 7.73%	6,276 $355 Million
Q2 2024 Jul 16, 2024	SELL	$53.03 - $56.92 $20,257 - $21,743	-382 Reduced 5.32%	6,802 $368 Million
Q1 2024 Apr 30, 2024	SELL	$51.04 - $54.18 $46,752 - $49,628	-916 Reduced 11.31%	7,184 $384 Million
Q4 2023 Jan 24, 2024	SELL	$47.68 - $52.39 $2,813 - $3,091	-59 Reduced 0.72%	8,100 $424 Million
Q3 2023 Oct 20, 2023	BUY	$50.11 - $53.14 $3,407 - $3,613	68 Added 0.84%	8,159 $411 Million
Q2 2023 Jul 25, 2023	SELL	$49.67 - $52.49 $4,569 - $4,829	-92 Reduced 1.12%	8,091 $409 Million
Q1 2023 May 15, 2023	SELL	$49.13 - $52.77 $1,572 - $1,688	-32 Reduced 0.39%	8,183 $413 Million
Q4 2022 Feb 09, 2023	BUY	$44.98 - $50.79 $369,510 - $417,239	8,215 New	8,215 $405 Million

Others Institutions Holding JPEM

# of Institutions

125

Shares Held

7.43M

Call Options Held

Put Options Held

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About JP MORGAN DIVERSIFIED RETURN

Ticker JPEM
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Lodestone Wealth Management LLC Jp Morgan Diversified Return Transaction History