Gateway Wealth Partners, LLC Jpmorgan Tr. Diversified Retur Transaction History

Gateway Wealth Partners, LLC

$527 Billion
Q2 2025

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 30, 2025	SELL	$97.76 - $107.35 $84,953 - $93,287	-869 Reduced 10.13%	7,710 $775 Million
Q4 2024 Jan 22, 2025	SELL	$102.08 - $110.92 $3.99 Million - $4.34 Million	-39,129 Reduced 82.02%	8,579 $879 Million
Q3 2024 Oct 24, 2024	BUY	$94.32 - $105.04 $76,493 - $85,187	811 Added 1.73%	47,708 $5.01 Billion
Q2 2024 Aug 16, 2024	BUY	$92.68 - $98.71 $872,582 - $929,354	9,415 Added 25.12%	46,897 $4.46 Billion
Q1 2024 May 14, 2024	BUY	$89.62 - $99.14 $574,733 - $635,784	6,413 Added 20.64%	37,482 $3.72 Billion
Q4 2023 Feb 13, 2024	BUY	$79.3 - $92.33 $348,840 - $406,159	4,399 Added 16.49%	31,069 $2.85 Billion
Q3 2023 Nov 14, 2023	BUY	$83.14 - $91.18 $141,753 - $155,461	1,705 Added 6.83%	26,670 $2.23 Billion
Q2 2023 Aug 14, 2023	BUY	$82.21 - $88.3 $563,713 - $605,473	6,857 Added 37.87%	24,965 $2.2 Billion
Q1 2023 May 10, 2023	BUY	$81.5 - $91.5 $1.24 Million - $1.39 Million	15,226 Added 528.31%	18,108 $1.55 Billion
Q4 2022 Feb 15, 2023	BUY	$77.11 - $88.88 $222,231 - $256,152	2,882 New	2,882 $243 Million

Others Institutions Holding JPME

# of Institutions

97

Shares Held

2.23M

Call Options Held

0

Put Options Held

0

About JPMORGAN TR. DIVERSIFIED RETUR

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