A detailed history of Accel Wealth Management transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Accel Wealth Management holds 15,255 shares of JPEM stock, worth $840,092. This represents 0.35% of its overall portfolio holdings.

Number of Shares
15,255
Previous 16,577 7.97%
Holding current value
$840,092
Previous $866,000 5.89%
% of portfolio
0.35%
Previous 0.44%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024

SELL
$51.04 - $54.18 $67,474 - $71,625
-1,322 Reduced 7.97%
15,255 $815,000
Q4 2023

Jan 18, 2024

BUY
$47.68 - $52.39 $112,000 - $123,064
2,349 Added 16.51%
16,577 $866,000
Q3 2023

Oct 19, 2023

BUY
$50.11 - $53.14 $188,764 - $200,178
3,767 Added 36.01%
14,228 $716,000
Q2 2023

Jul 24, 2023

BUY
$49.67 - $52.49 $263,300 - $278,249
5,301 Added 102.73%
10,461 $528,000
Q1 2023

Apr 20, 2023

BUY
$49.13 - $52.77 $253,510 - $272,293
5,160 New
5,160 $260,000

Others Institutions Holding JPEM

About JP MORGAN DIVERSIFIED RETURN


  • Ticker JPEM
  • Sector ETFs
  • Industry ETFs
More about JPEM
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