Cambridge Investment Research Advisors, Inc. Jpmorgan Tr. Diversified Retur Transaction History

Cambridge Investment Research Advisors, Inc.

$29.6 Billion
Q1 2025

A detailed history of Cambridge Investment Research Advisors, Inc. transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Cambridge Investment Research Advisors, Inc. holds 86,439 shares of JPME stock, worth $8.78 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

86,439

Previous 59,993 44.08%

Holding current value

$8.78 Million

Previous $6.15 Million 41.4%

% of portfolio

0.03%

Previous 0.02%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$97.76 - $107.35 $2.59 Million - $2.84 Million	26,446 Added 44.08%	86,439 $8.69 Million
Q4 2024 Feb 14, 2025	BUY	$102.08 - $110.92 $1.4 Million - $1.52 Million	13,717 Added 29.64%	59,993 $6.15 Million
Q3 2024 Oct 28, 2024	BUY	$94.32 - $105.04 $281,922 - $313,964	2,989 Added 6.91%	46,276 $4.86 Million
Q2 2024 Jul 26, 2024	BUY	$92.68 - $98.71 $1.11 Million - $1.18 Million	11,941 Added 38.09%	43,287 $4.12 Million
Q1 2024 Apr 24, 2024	BUY	$89.62 - $99.14 $709,611 - $784,990	7,918 Added 33.8%	31,346 $3.11 Million
Q4 2023 Feb 09, 2024	BUY	$79.3 - $92.33 $293,092 - $341,251	3,696 Added 18.73%	23,428 $2.15 Million
Q3 2023 Oct 24, 2023	BUY	$83.14 - $91.18 $327,072 - $358,702	3,934 Added 24.9%	19,732 $1.65 Million
Q2 2023 Jul 13, 2023	SELL	$82.21 - $88.3 $1.07 Million - $1.15 Million	-12,980 Reduced 45.1%	15,798 $1.4 Million
Q1 2023 May 11, 2023	BUY	$81.5 - $91.5 $410,352 - $460,702	5,035 Added 21.21%	28,778 $2.47 Million
Q4 2022 Feb 08, 2023	BUY	$77.11 - $88.88 $569,997 - $657,000	7,392 Added 45.21%	23,743 $2 Million
Q3 2022 Oct 17, 2022	BUY	$76.41 - $91.43 $591,413 - $707,668	7,740 Added 89.89%	16,351 $0
Q2 2022 Jul 13, 2022	BUY	$78.92 - $95.02 $13,574 - $16,343	172 Added 2.04%	8,611 $694,000
Q1 2022 May 12, 2022	BUY	$87.14 - $95.75 $26,926 - $29,586	309 Added 3.8%	8,439 $789,000
Q4 2021 Feb 03, 2022	BUY	$88.09 - $95.51 $55,849 - $60,553	634 Added 8.46%	8,130 $775,000
Q3 2021 Nov 02, 2021	BUY	$85.29 - $92.14 $170 - $184	2 Added 0.03%	7,496 $655,000
Q2 2021 Aug 10, 2021	BUY	$83.85 - $89.41 $170,467 - $181,770	2,033 Added 37.23%	7,494 $658,000
Q1 2021 May 07, 2021	SELL	$74.12 - $83.51 $28,536 - $32,151	-385 Reduced 6.59%	5,461 $452,000
Q4 2020 Feb 04, 2021	BUY	$64.45 - $75.18 $773 - $902	12 Added 0.21%	5,846 $439,000
Q3 2020 Oct 29, 2020	SELL	$59.62 - $67.11 $835,097 - $940,009	-14,007 Reduced 70.6%	5,834 $374,000
Q2 2020 Jul 27, 2020	SELL	$47.01 - $66.06 $38,313 - $53,838	-815 Reduced 3.95%	19,841 $1.2 Million
Q1 2020 May 08, 2020	SELL	$42.43 - $71.93 $385,773 - $653,987	-9,092 Reduced 30.56%	20,656 $1.03 Million
Q4 2019 Feb 04, 2020	SELL	$64.46 - $70.9 $281,110 - $309,194	-4,361 Reduced 12.79%	29,748 $2.1 Million
Q3 2019 Nov 06, 2019	BUY	$63.41 - $67.86 $416,413 - $445,636	6,567 Added 23.84%	34,109 $2.28 Million
Q3 2019 Oct 28, 2019	BUY	$63.41 - $67.86 $2,029 - $2,171	32 Added 0.12%	27,542 $1.84 Million
Q2 2019 Aug 15, 2019	BUY	$62.56 - $66.91 $896,484 - $958,820	14,330 Added 108.73%	27,510 $0
Q1 2019 May 08, 2019	BUY	$56.23 - $65.37 $231,217 - $268,801	4,112 Added 45.35%	13,180 $0
Q4 2018 Feb 05, 2019	BUY	$54.16 - $67.11 $218,102 - $270,251	4,027 Added 79.88%	9,068 $517,000
Q3 2018 Nov 02, 2018	BUY	$64.56 - $68.32 $70,951 - $75,083	1,099 Added 27.88%	5,041 $0
Q2 2018 Aug 10, 2018	BUY	$62.05 - $66.24 $16,877 - $18,017	272 Added 7.41%	3,942 $0
Q1 2018 May 09, 2018	BUY	$61.77 - $66.83 $226,695 - $245,266	3,670 New	3,670 $0

Others Institutions Holding JPME

# of Institutions

Shares Held

2.96M

Call Options Held

Put Options Held

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Cambridge Investment Research Advisors, Inc. Jpmorgan Tr. Diversified Retur Transaction History