5 T Wealth, LLC Jp Morgan Diversified Return Transaction History

5 T Wealth, LLC

$183 Billion
Q4 2024

A detailed history of 5 T Wealth, LLC transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, 5 T Wealth, LLC holds 10,634 shares of JPEM stock, worth $561,687. This represents 0.3% of its overall portfolio holdings.

Number of Shares

10,634

Holding current value

$561,687

% of portfolio

0.3%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 31, 2025	BUY	$51.88 - $57.84 $551,691 - $615,070	10,634 New	10,634 $552 Million

Others Institutions Holding JPEM

# of Institutions

127

Shares Held

5.31M

Call Options Held

Put Options Held

Strategic Financial Concepts, LLC San Antonio, TX

471K
Shares

$24.9 Million
0.38% of portfolio
Bank Of America Corp Charlotte, NC

414K
Shares

$21.9 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

291K
Shares

$15.3 Million
0.01% of portfolio
Morgan Stanley New York, NY

239K
Shares

$12.6 Million
0.0% of portfolio
Sam Advisors, LLC

176K
Shares

$9.3 Million
3.69% of portfolio

View Full List

About JP MORGAN DIVERSIFIED RETURN

Ticker JPEM
Sector ETFs
Industry ETFs

More about JPEM

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