Bogart Wealth, LLC Jp Morgan Diversified Return Transaction History

Bogart Wealth, LLC

$2.11 Billion
Q1 2025

A detailed history of Bogart Wealth, LLC transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Bogart Wealth, LLC holds 155 shares of JPEM stock, worth $8,718. This represents 0.0% of its overall portfolio holdings.

Number of Shares

155

Holding current value

$8,718

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 01, 2025	BUY	$50.81 - $54.04 $7,875 - $8,376	155 New	155 $8,000

Others Institutions Holding JPEM

# of Institutions

134

Shares Held

5.02M

Call Options Held

Put Options Held

Old Mission Capital LLC

345K
Shares

$19.4 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

299K
Shares

$16.8 Million
0.01% of portfolio
Prime Capital Investment Advisors, LLC Overland Park, KS

243K
Shares

$13.7 Million
0.16% of portfolio
Morgan Stanley New York, NY

211K
Shares

$11.8 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

195K
Shares

$11 Million
0.0% of portfolio

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About JP MORGAN DIVERSIFIED RETURN

Ticker JPEM
Sector ETFs
Industry ETFs

More about JPEM

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