Avestar Capital, LLC Jp Morgan Diversified Return Transaction History

Avestar Capital, LLC

$1.08 Billion
Q1 2025

A detailed history of Avestar Capital, LLC transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Avestar Capital, LLC holds 52,432 shares of JPEM stock, worth $3 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

52,432

Previous 70,210 25.32%

Holding current value

$3 Million

Previous $3.64 Million 24.11%

% of portfolio

0.25%

Previous 0.33%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$50.81 - $54.04 $903,300 - $960,723	-17,778 Reduced 25.32%	52,432 $2.76 Million
Q4 2024 Jan 29, 2025	BUY	$51.88 - $57.84 $1.32 Million - $1.47 Million	25,374 Added 56.59%	70,210 $3.64 Million
Q3 2024 Nov 13, 2024	SELL	$52.23 - $56.96 $190,117 - $207,334	-3,640 Reduced 7.51%	44,836 $2.54 Million
Q2 2024 Aug 08, 2024	BUY	$53.03 - $56.92 $94,393 - $101,317	1,780 Added 3.81%	48,476 $2.62 Million
Q1 2024 May 10, 2024	BUY	$51.04 - $54.18 $1 Million - $1.06 Million	19,597 Added 72.32%	46,696 $2.5 Million
Q4 2023 Feb 12, 2024	BUY	$47.68 - $52.39 $330,231 - $362,853	6,926 Added 34.33%	27,099 $1.42 Million
Q3 2023 Oct 20, 2023	BUY	$50.11 - $53.14 $740,876 - $785,674	14,785 Added 274.41%	20,173 $1.02 Million
Q2 2023 Aug 01, 2023	BUY	$49.67 - $52.49 $267,621 - $282,816	5,388 New	5,388 $272,000

Others Institutions Holding JPEM

# of Institutions

135

Shares Held

4.99M

Call Options Held

Put Options Held

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About JP MORGAN DIVERSIFIED RETURN

Ticker JPEM
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Avestar Capital, LLC Jp Morgan Diversified Return Transaction History