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 $9.09 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
88,056
Previous 88,145 0.1%
Holding current value
$9.09 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
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