A detailed history of Advisors Capital Management, LLC transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Advisors Capital Management, LLC holds 4,751 shares of JPEM stock, worth $270,189. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,751
Previous 4,536 4.74%
Holding current value
$270,189
Previous $242,000 6.2%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$53.03 - $56.92 $11,401 - $12,237
215 Added 4.74%
4,751 $257,000
Q1 2024

May 06, 2024

SELL
$51.04 - $54.18 $42,975 - $45,619
-842 Reduced 15.66%
4,536 $242,000
Q4 2023

Feb 14, 2024

SELL
$47.68 - $52.39 $1.8 Million - $1.98 Million
-37,716 Reduced 87.52%
5,378 $281,000
Q3 2023

Nov 15, 2023

BUY
$50.11 - $53.14 $2.16 Million - $2.29 Million
43,094 New
43,094 $2.17 Million

Others Institutions Holding JPEM

About JP MORGAN DIVERSIFIED RETURN


  • Ticker JPEM
  • Sector ETFs
  • Industry ETFs
More about JPEM
Track This Portfolio

Track Advisors Capital Management, LLC Portfolio

Follow Advisors Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Advisors Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Advisors Capital Management, LLC with notifications on news.