Appleton Partners Inc Jpmorgan Tr. Diversified Retur Transaction History

Appleton Partners Inc

$1.41 Billion
Q2 2025

A detailed history of Appleton Partners Inc transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Appleton Partners Inc holds 88,477 shares of JPME stock, worth $9.24 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares

88,477

Previous 87,687 0.9%

Holding current value

$9.24 Million

Previous $8.82 Million 4.04%

% of portfolio

0.65%

Previous 0.68%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$89.28 - $103.8 $70,531 - $82,002	790 Added 0.9%	88,477 $9.18 Million
Q1 2025 Apr 22, 2025	BUY	$97.76 - $107.35 $86,908 - $95,434	889 Added 1.02%	87,687 $8.82 Million
Q4 2024 Jan 28, 2025	SELL	$102.08 - $110.92 $128,416 - $139,537	-1,258 Reduced 1.43%	86,798 $8.89 Million
Q3 2024 Oct 01, 2024	SELL	$94.32 - $105.04 $8,394 - $9,348	-89 Reduced 0.1%	88,056 $9.25 Million
Q2 2024 Jul 02, 2024	BUY	$92.68 - $98.71 $37,072 - $39,484	400 Added 0.46%	88,145 $8.39 Million
Q1 2024 Apr 01, 2024	BUY	$89.62 - $99.14 $30,470 - $33,707	340 Added 0.39%	87,745 $8.7 Million
Q4 2023 Jan 02, 2024	BUY	$79.3 - $92.33 $269,144 - $313,368	3,394 Added 4.04%	87,405 $8.03 Million
Q3 2023 Oct 03, 2023	BUY	$83.14 - $91.18 $23,279 - $25,530	280 Added 0.33%	84,011 $7.03 Million
Q2 2023 Jul 10, 2023	SELL	$82.21 - $88.3 $55,656 - $59,779	-677 Reduced 0.8%	83,731 $7.39 Million
Q1 2023 Apr 10, 2023	SELL	$81.5 - $91.5 $50,611 - $56,821	-621 Reduced 0.73%	84,408 $7.24 Million
Q4 2022 Jan 19, 2023	SELL	$77.11 - $88.88 $201,102 - $231,799	-2,608 Reduced 2.98%	85,029 $7.16 Million
Q3 2022 Oct 27, 2022	SELL	$76.41 - $91.43 $56,543 - $67,658	-740 Reduced 0.84%	87,637 $6.7 Million
Q2 2022 Jul 08, 2022	BUY	$78.92 - $95.02 $33,541 - $40,383	425 Added 0.48%	88,377 $7.13 Million
Q1 2022 Apr 05, 2022	BUY	$87.14 - $95.75 $180,292 - $198,106	2,069 Added 2.41%	87,952 $8.23 Million
Q4 2021 Feb 03, 2022	BUY	$88.09 - $95.51 $203,311 - $220,437	2,308 Added 2.76%	85,883 $8.19 Million
Q3 2021 Oct 14, 2021	BUY	$85.29 - $92.14 $201,028 - $217,173	2,357 Added 2.9%	83,575 $7.31 Million
Q2 2021 Jul 07, 2021	BUY	$83.85 - $89.41 $104,309 - $111,226	1,244 Added 1.56%	81,218 $7.13 Million
Q1 2021 Apr 19, 2021	BUY	$74.12 - $83.51 $295,442 - $332,870	3,986 Added 5.25%	79,974 $6.62 Million
Q4 2020 Jan 19, 2021	BUY	$64.45 - $75.18 $32,611 - $38,041	506 Added 0.67%	75,988 $5.71 Million
Q3 2020 Oct 14, 2020	BUY	$59.62 - $67.11 $28,677 - $32,279	481 Added 0.64%	75,482 $4.84 Million
Q2 2020 Aug 14, 2020	SELL	$47.01 - $66.06 $75,686 - $106,356	-1,610 Reduced 2.1%	75,001 $4.53 Million
Q1 2020 May 04, 2020	BUY	$42.43 - $71.93 $35,259 - $59,773	831 Added 1.1%	76,611 $3.82 Million
Q4 2019 Jan 13, 2020	BUY	$64.46 - $70.9 $74,644 - $82,102	1,158 Added 1.55%	75,780 $5.35 Million
Q3 2019 Nov 04, 2019	BUY	$63.41 - $67.86 $207,794 - $222,377	3,277 Added 4.59%	74,622 $4.99 Million
Q2 2019 Jul 25, 2019	BUY	$62.56 - $66.91 $491,221 - $525,377	7,852 Added 12.37%	71,345 $4.74 Million
Q1 2019 Apr 17, 2019	BUY	$56.23 - $65.37 $349,750 - $406,601	6,220 Added 10.86%	63,493 $4.13 Million
Q4 2018 Jan 17, 2019	BUY	$54.16 - $67.11 $246,157 - $305,014	4,545 Added 8.62%	57,273 $3.27 Million
Q3 2018 Oct 09, 2018	BUY	$64.56 - $68.32 $333,710 - $353,146	5,169 Added 10.87%	52,728 $3.54 Million
Q2 2018 Aug 08, 2018	BUY	$62.05 - $66.24 $689,251 - $735,793	11,108 Added 30.47%	47,559 $3.08 Million
Q1 2018 Apr 11, 2018	BUY	$61.77 - $66.83 $1.44 Million - $1.56 Million	23,294 Added 177.05%	36,451 $2.32 Million
Q4 2017 Jan 12, 2018	BUY	$61.11 - $64.55 $804,024 - $849,284	13,157	13,157 $839,000

Others Institutions Holding JPME

# of Institutions

Shares Held

2.29M

Call Options Held

Put Options Held

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About JPMORGAN TR. DIVERSIFIED RETUR

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Appleton Partners Inc Jpmorgan Tr. Diversified Retur Transaction History