Apella Capital, LLC Jpmorgan Tr. Diversified Retur Transaction History

Apella Capital, LLC

$3.51 Billion
Q2 2025

A detailed history of Apella Capital, LLC transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Apella Capital, LLC holds 12,100 shares of JPME stock, worth $1.26 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

12,100

Previous 12,144 0.36%

Holding current value

$1.26 Million

Previous $1.21 Million 3.47%

% of portfolio

0.04%

Previous 0.04%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 08, 2025	SELL	$89.28 - $103.8 $3,928 - $4,567	-44 Reduced 0.36%	12,100 $1.25 Million
Q1 2025 Apr 10, 2025	SELL	$97.76 - $107.35 $26,297 - $28,877	-269 Reduced 2.17%	12,144 $1.21 Million
Q4 2024 Jan 14, 2025	SELL	$102.08 - $110.92 $106,469 - $115,689	-1,043 Reduced 7.75%	12,413 $1.27 Million
Q3 2024 Oct 03, 2024	SELL	$94.32 - $105.04 $2,169 - $2,415	-23 Reduced 0.17%	13,456 $1.41 Million
Q2 2024 Jul 10, 2024	SELL	$92.68 - $98.71 $39,018 - $41,556	-421 Reduced 3.03%	13,479 $1.28 Million
Q1 2024 Apr 10, 2024	SELL	$89.62 - $99.14 $2,867 - $3,172	-32 Reduced 0.23%	13,900 $1.38 Million
Q4 2023 Jan 05, 2024	SELL	$79.3 - $92.33 $292,934 - $341,067	-3,694 Reduced 20.96%	13,932 $1.28 Million
Q3 2023 Oct 10, 2023	SELL	$83.14 - $91.18 $18,290 - $20,059	-220 Reduced 1.23%	17,626 $1.47 Million
Q2 2023 Jul 06, 2023	SELL	$82.21 - $88.3 $32,061 - $34,437	-390 Reduced 2.14%	17,846 $1.58 Million
Q4 2022 Jan 10, 2023	SELL	$77.11 - $88.88 $139,029 - $160,250	-1,803 Reduced 9.0%	18,236 $0
Q3 2022 Oct 11, 2022	BUY	$76.41 - $91.43 $1,069 - $1,280	14 Added 0.07%	20,039 $1.53 Million
Q2 2022 Jul 08, 2022	SELL	$78.92 - $95.02 $40,170 - $48,365	-509 Reduced 2.48%	20,025 $1.62 Million
Q1 2022 Apr 11, 2022	SELL	$87.14 - $95.75 $287,997 - $316,453	-3,305 Reduced 13.86%	20,534 $1.92 Million
Q4 2021 Jan 13, 2022	SELL	$88.09 - $95.51 $2.43 Million - $2.63 Million	-27,585 Reduced 53.64%	23,839 $2.27 Million
Q3 2021 Jan 18, 2022	BUY	$85.29 - $92.14 $6,908 - $7,463	81 Added 0.16%	51,424 $4.5 Million
Q3 2021 Oct 12, 2021	BUY	$85.29 - $92.14 $538,179 - $581,403	6,310 Added 14.01%	51,343 $4.55 Million
Q2 2021 Jul 02, 2021	BUY	$83.85 - $89.41 $3.78 Million - $4.03 Million	45,033 New	45,033 $3.96 Million

Others Institutions Holding JPME

# of Institutions

Shares Held

2.37M

Call Options Held

Put Options Held

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About JPMORGAN TR. DIVERSIFIED RETUR

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Apella Capital, LLC Jpmorgan Tr. Diversified Retur Transaction History