Adamsbrown Wealth Consultants LLC Jpmorgan Tr. Diversified Retur Transaction History

Adamsbrown Wealth Consultants LLC

  • $329 Million
  • Q2 2025

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 3,955 shares of JPME stock, worth $412,941. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,955
Previous 3,954 0.03%
Holding current value
$412,941
Previous $394,000 4.06%
% of portfolio
0.12%
Previous 0.13%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 08, 2025
BUY
$89.28 - $103.8 $89 - $103
1 Added 0.03%
3,955 $410,000
Q1 2025

Apr 11, 2025
SELL
$97.76 - $107.35 $6,158 - $6,763
-63 Reduced 1.57%
3,954 $394,000
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
97
Shares Held
2.37M
Call Options Held
0
Put Options Held
0
View Full List

About JPMORGAN TR. DIVERSIFIED RETUR

JPME Quotes by TradingView
  • Ticker JPME
  • Sector ETFs
  • Industry ETFs
More about JPME
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