Adamsbrown Wealth Consultants LLC Jpmorgan Tr. Diversified Retur Transaction History

Adamsbrown Wealth Consultants LLC

$292 Million
Q4 2024

A detailed history of Adamsbrown Wealth Consultants LLC transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Adamsbrown Wealth Consultants LLC holds 4,017 shares of JPME stock, worth $424,355. This represents 0.14% of its overall portfolio holdings.

Number of Shares

4,017

Previous 4,566 12.02%

Holding current value

$424,355

Previous $479,000 14.2%

% of portfolio

0.14%

Previous 0.17%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$102.08 - $110.92 $56,041 - $60,895	-549 Reduced 12.02%	4,017 $411,000
Q3 2024 Oct 11, 2024	SELL	$94.32 - $105.04 $61,307 - $68,276	-650 Reduced 12.46%	4,566 $479,000
Q2 2024 Jul 12, 2024	SELL	$92.68 - $98.71 $45,505 - $48,466	-491 Reduced 8.6%	5,216 $496,000
Q1 2024 Apr 30, 2024	SELL	$89.62 - $99.14 $41,852 - $46,298	-467 Reduced 7.56%	5,707 $565,000
Q4 2023 Jan 29, 2024	SELL	$79.3 - $92.33 $610,372 - $710,664	-7,697 Reduced 55.49%	6,174 $567,000
Q3 2023 Oct 24, 2023	SELL	$83.14 - $91.18 $9.22 Million - $10.1 Million	-110,853 Reduced 88.88%	13,871 $1.16 Million
Q2 2023 Jul 12, 2023	BUY	$82.21 - $88.3 $2.27 Million - $2.43 Million	27,566 Added 28.37%	124,724 $11 Million
Q1 2023 May 10, 2023	BUY	$81.5 - $91.5 $410,108 - $460,428	5,032 Added 5.46%	97,158 $8.34 Million
Q4 2022 Jan 27, 2023	BUY	$77.11 - $88.88 $1.53 Million - $1.76 Million	19,849 Added 27.46%	92,126 $0
Q3 2022 Oct 26, 2022	BUY	$76.41 - $91.43 $5.52 Million - $6.61 Million	72,277 New	72,277 $5.52 Million

Others Institutions Holding JPME

# of Institutions

Shares Held

3.03M

Call Options Held

Put Options Held

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About JPMORGAN TR. DIVERSIFIED RETUR

Ticker JPME
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Adamsbrown Wealth Consultants LLC Jpmorgan Tr. Diversified Retur Transaction History