Advisor Group Holdings, Inc. Jp Morgan Diversified Return Transaction History

Advisor Group Holdings, Inc.

$52.6 Billion
Q2 2025

A detailed history of Advisor Group Holdings, Inc. transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 58,877 shares of JPEM stock, worth $3.48 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

58,877

Previous 38,138 54.38%

Holding current value

$3.48 Million

Previous $2.15 Million 54.39%

% of portfolio

0.01%

Previous 0.0%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Sep 04, 2025	BUY	$48.41 - $56.7 $1 Million - $1.18 Million	20,739 Added 54.38%	58,877 $3.32 Million
Q2 2025 Aug 13, 2025	SELL	$48.41 - $56.7 $1.71 Million - $2 Million	-35,301 Reduced 48.07%	38,138 $2.15 Million
Q1 2025 May 12, 2025	SELL	$50.81 - $54.04 $1.66 Million - $1.76 Million	-32,581 Reduced 30.73%	73,439 $3.87 Million
Q4 2024 Jun 06, 2025	BUY	$51.88 - $57.84 $1.78 Million - $1.99 Million	34,398 Added 46.84%	107,837 $5.59 Million
Q4 2024 Feb 07, 2025	BUY	$51.88 - $57.84 $3.34 Million - $3.72 Million	64,341 Added 154.37%	106,020 $5.5 Million
Q3 2024 Nov 13, 2024	BUY	$52.23 - $56.96 $152,459 - $166,266	2,919 Added 7.53%	41,679 $2.36 Million
Q2 2024 Aug 13, 2024	BUY	$53.03 - $56.92 $455,421 - $488,828	8,588 Added 28.46%	38,760 $2.1 Million
Q1 2024 May 10, 2024	BUY	$51.04 - $54.18 $490,443 - $520,615	9,609 Added 46.73%	30,172 $1.61 Million
Q4 2023 Feb 12, 2024	BUY	$47.68 - $52.39 $185,618 - $203,954	3,893 Added 23.35%	20,563 $1.08 Million
Q3 2023 Nov 13, 2023	BUY	$50.11 - $53.14 $274,151 - $290,728	5,471 Added 48.85%	16,670 $839,000
Q2 2023 Aug 10, 2023	SELL	$49.67 - $52.49 $50,166 - $53,014	-1,010 Reduced 8.27%	11,199 $565,000
Q1 2023 May 12, 2023	SELL	$49.13 - $52.77 $8,941 - $9,604	-182 Reduced 1.47%	12,209 $616,000
Q4 2022 Feb 10, 2023	BUY	$44.98 - $50.79 $248,379 - $280,462	5,522 Added 80.39%	12,391 $610,000
Q3 2022 Nov 14, 2022	SELL	$44.6 - $51.11 $9,767 - $11,193	-219 Reduced 3.09%	6,869 $307,000
Q2 2022 Aug 10, 2022	SELL	$49.0 - $57.04 $28,420 - $33,083	-580 Reduced 7.56%	7,088 $350,000
Q1 2022 May 04, 2022	SELL	$52.06 - $59.22 $86,627 - $98,542	-1,664 Reduced 17.83%	7,668 $427,000
Q3 2021 Nov 05, 2021	SELL	$57.08 - $60.7 $53,826 - $57,240	-943 Reduced 9.18%	9,332 $538,000
Q2 2021 Aug 02, 2021	BUY	$56.46 - $61.33 $131,608 - $142,960	2,331 Added 29.34%	10,275 $609,000
Q1 2021 May 13, 2021	BUY	$54.39 - $58.37 $183,729 - $197,173	3,378 Added 73.98%	7,944 $450,000
Q4 2020 Feb 10, 2021	SELL	$46.21 - $55.01 $331,880 - $395,081	-7,182 Reduced 61.13%	4,566 $251,000
Q3 2020 Nov 12, 2020	SELL	$46.22 - $49.56 $142,912 - $153,239	-3,092 Reduced 20.84%	11,748 $550,000
Q2 2020 Aug 14, 2020	SELL	$38.36 - $48.81 $337,951 - $430,016	-8,810 Reduced 37.25%	14,840 $683,000
Q1 2020 May 18, 2020	BUY	$36.19 - $58.24 $855,893 - $1.38 Million	23,650 New	23,650 $940,000

Others Institutions Holding JPEM

# of Institutions

132

Shares Held

5.15M

Call Options Held

Put Options Held

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About JP MORGAN DIVERSIFIED RETURN

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Advisor Group Holdings, Inc. Jp Morgan Diversified Return Transaction History