Atria Wealth Solutions, Inc. Jpmorgan Tr. Diversified Retur Transaction History

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 9,768 shares of JPME stock, worth $992,038. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,768

Previous 9,596 1.79%

Holding current value

$992,038

Previous $983,000 0.1%

% of portfolio

0.01%

Previous 0.01%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$97.76 - $107.35 $16,814 - $18,464	172 Added 1.79%	9,768 $982,000
Q4 2024 Jan 31, 2025	BUY	$102.08 - $110.92 $1,327 - $1,441	13 Added 0.14%	9,596 $983,000
Q3 2024 Nov 08, 2024	SELL	$94.32 - $105.04 $6,319 - $7,037	-67 Reduced 0.69%	9,583 $1.01 Million
Q2 2024 Jul 22, 2024	BUY	$92.68 - $98.71 $1,760 - $1,875	19 Added 0.2%	9,650 $918,000
Q1 2024 May 13, 2024	SELL	$89.62 - $99.14 $20,791 - $23,000	-232 Reduced 2.35%	9,631 $954,000
Q4 2023 Feb 02, 2024	SELL	$79.3 - $92.33 $39,650 - $46,165	-500 Reduced 4.82%	9,863 $906,000
Q3 2023 Nov 08, 2023	BUY	$83.14 - $91.18 $26,189 - $28,721	315 Added 3.13%	10,363 $866,000
Q2 2023 Aug 03, 2023	BUY	$82.21 - $88.3 $35,514 - $38,145	432 Added 4.49%	10,048 $887,000
Q1 2023 Aug 22, 2023	SELL	$81.5 - $91.5 $12,632 - $14,182	-155 Reduced 1.54%	9,893 $848,000
Q1 2023 Jun 14, 2023	SELL	$81.5 - $91.5 $22,575 - $25,345	-277 Reduced 2.8%	9,616 $824,000
Q1 2023 May 10, 2023	BUY	$81.5 - $91.5 $22,575 - $25,345	277 Added 2.88%	9,893 $848,000
Q4 2022 Aug 30, 2023	SELL	$77.11 - $88.88 $33,311 - $38,396	-432 Reduced 4.3%	9,616 $809,000
Q4 2022 Feb 13, 2023	BUY	$77.11 - $88.88 $59,760 - $68,882	775 Added 8.77%	9,616 $809,000
Q3 2022 Nov 14, 2022	SELL	$76.41 - $91.43 $101,090 - $120,961	-1,323 Reduced 13.02%	8,841 $676,000
Q2 2022 Aug 15, 2022	BUY	$78.92 - $95.02 $551,571 - $664,094	6,989 Added 220.13%	10,164 $820,000
Q1 2022 May 16, 2022	BUY	$87.14 - $95.75 $276,669 - $304,006	3,175 New	3,175 $297,000

Others Institutions Holding JPME

# of Institutions

Shares Held

2.96M

Call Options Held

Put Options Held

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About JPMORGAN TR. DIVERSIFIED RETUR

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Atria Wealth Solutions, Inc. Jpmorgan Tr. Diversified Retur Transaction History