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 15 shares of JPME stock, worth $1,415. This represents 0.0% of its overall portfolio holdings.

Number of Shares
15
Previous 59 74.58%
Holding current value
$1,415
Previous $5.45 Million 72.7%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About JPMORGAN TR. DIVERSIFIED RETUR


  • Ticker JPME
  • Sector ETFs
  • Industry ETFs
More about JPME
Track This Portfolio

Track Bartlett & Co. Wealth Management LLC Portfolio

Follow Bartlett & Co. Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bartlett & Co. Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bartlett & Co. Wealth Management LLC with notifications on news.