Ae Wealth Management LLC J P Morgan Diversified Return Transaction History

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025

A detailed history of Ae Wealth Management LLC transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Ae Wealth Management LLC holds 312 shares of JPSE stock, worth $15,288. This represents 0.0% of its overall portfolio holdings.

Number of Shares
312
Previous 232 34.48%
Holding current value
$15,288
Previous $10,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$45.04 - $50.93 $3,603 - $4,074
80 Added 34.48%
312 $15,000
Q4 2024

Feb 13, 2025
BUY
$46.77 - $51.7 $10,850 - $11,994
232 New
232 $10,000

Others Institutions Holding JPSE

# of Institutions
108
Shares Held
9.05M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN DIVERSIFIED RETURN

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