Ae Wealth Management LLC Jpmorgan Tr. Diversified Retur Transaction History

Ae Wealth Management LLC

  • $11.7 Billion
  • Q2 2025

A detailed history of Ae Wealth Management LLC transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Ae Wealth Management LLC holds 864 shares of JPME stock, worth $92,024. This represents 0.0% of its overall portfolio holdings.

Number of Shares
864
Previous 866 0.23%
Holding current value
$92,024
Previous $87,000 2.3%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 06, 2025
SELL
$89.28 - $103.8 $178 - $207
-2 Reduced 0.23%
864 $89,000
Q1 2025

May 06, 2025
SELL
$97.76 - $107.35 $8,993 - $9,876
-92 Reduced 9.6%
866 $87,000
Q4 2024

Feb 13, 2025
BUY
$102.08 - $110.92 $97,792 - $106,261
958 New
958 $98,000
Q1 2023

Apr 14, 2023
SELL
$81.5 - $91.5 $609,538 - $684,328
-7,479 Reduced 34.03%
14,500 $1.24 Million
Q4 2022

Jan 31, 2023
BUY
$77.11 - $88.88 $1.69 Million - $1.95 Million
21,979 New
21,979 $1.85 Million

Others Institutions Holding JPME

# of Institutions
97
Shares Held
2.3M
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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