Wealthedge Investment Advisors, LLC Jp Morgan Diversified Return I Transaction History

Wealthedge Investment Advisors, LLC

  • $222 Billion
  • Q1 2025

A detailed history of Wealthedge Investment Advisors, LLC transactions in Jp Morgan Diversified Return I stock. As of the latest transaction made, Wealthedge Investment Advisors, LLC holds 45,726 shares of JPIN stock, worth $2.93 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares
45,726
Previous 54,838 16.62%
Holding current value
$2.93 Million
Previous $2.94 Billion 11.04%
% of portfolio
1.18%
Previous 1.32%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$52.75 - $58.91 $480,658 - $536,787
-9,112 Reduced 16.62%
45,726 $2.61 Billion
Q4 2024

Mar 12, 2025
BUY
$53.56 - $59.9 $2.94 Million - $3.28 Million
54,838 New
54,838 $2.94 Billion

Others Institutions Holding JPIN

# of Institutions
108
Shares Held
4.26M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN DIVERSIFIED RETURN I

JPIN Quotes by TradingView
  • Ticker JPIN
  • Sector ETFs
  • Industry ETFs
More about JPIN
Track This Portfolio

Track Wealthedge Investment Advisors, LLC Portfolio

Follow Wealthedge Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthedge Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthedge Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email