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

Gateway Wealth Partners, LLC

$386 Billion
Q4 2024

A detailed history of Gateway Wealth Partners, LLC transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Gateway Wealth Partners, LLC holds 8,579 shares of JPME stock, worth $902,253. This represents 0.23% of its overall portfolio holdings.

Number of Shares

8,579

Previous 47,708 82.02%

Holding current value

$902,253

Previous $5.01 Billion 82.46%

% of portfolio

0.23%

Previous 1.38%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Shares Held

3.07M

Call Options Held

Put Options Held

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About JPMORGAN TR. DIVERSIFIED RETUR

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