A detailed history of Appleton Partners Inc transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Appleton Partners Inc holds 88,056 shares of JPME stock, worth $9.45 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
88,056
Previous 88,145 0.1%
Holding current value
$9.45 Million
Previous $8.39 Million 10.23%
% of portfolio
0.68%
Previous 0.65%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About JPMORGAN TR. DIVERSIFIED RETUR


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

Track Appleton Partners Inc Portfolio

Follow Appleton Partners Inc 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 Appleton Partners Inc, based on Form 13F filings with the SEC.

News

Stay updated on Appleton Partners Inc with notifications on news.