Bartlett & Co. Wealth Management LLC Jpmorgan Tr. Diversified Retur Transaction History

Bartlett & Co. Wealth Management LLC

  • $7.34 Billion
  • Q3 2025

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 8 shares of JPME stock, worth $858. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8
Previous 13 38.46%
Holding current value
$858
Previous $1.35 Million 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
SELL
$103.48 - $109.86 $517 - $549
-5 Reduced 38.46%
8 $0
Q4 2024

Jan 17, 2025
SELL
$102.08 - $110.92 $204 - $221
-2 Reduced 13.33%
13 $1.33 Million
Q1 2024

May 09, 2024
SELL
$89.62 - $99.14 $3,943 - $4,362
-44 Reduced 74.58%
15 $1.49 Million
Q4 2023

Feb 14, 2024
BUY
$79.3 - $92.33 $4,520 - $5,262
57 Added 2850.0%
59 $5.45 Million
Q3 2023

Feb 14, 2024
BUY
$83.14 - $91.18 $166 - $182
2 New
2 $167,000

Others Institutions Holding JPME

# of Institutions
97
Shares Held
2.3M
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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