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

Atria Wealth Solutions, Inc.

  • $8.63 Billion
  • Q1 2024

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 9,631 shares of JPME stock, worth $908,781. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,631
Previous 9,863 2.35%
Holding current value
$908,781
Previous $906,000 5.3%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$81.87 - $88.88 $35,367 - $38,396
-432 Reduced 4.3%
9,616 $809,000
Q4 2022

Feb 13, 2023
BUY
$81.87 - $88.88 $63,449 - $68,882
775 Added 8.77%
9,616 $809,000
Q3 2022

Nov 14, 2022
SELL
$78.2 - $91.43 $103,458 - $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
82
Shares Held
3.75M
Call Options Held
0
Put Options Held
0
View Full List

About JPMORGAN TR. DIVERSIFIED RETUR

JPME Quotes by TradingView
  • Ticker JPME
  • Sector ETFs
  • Industry ETFs
More about JPME
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