Captrust Financial Advisors Jpmorgan Tr. Diversified Retur Transaction History

Captrust Financial Advisors

  • $30 Billion
  • Q1 2024

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 14, 2023
SELL
$82.21 - $88.3 $44,968 - $48,300
-547 Reduced 17.67%
2,549 $225,000
Q1 2023

May 15, 2023
BUY
$81.5 - $91.5 $14,588 - $16,378
179 Added 6.14%
3,096 $265,000
Q4 2022

Feb 15, 2023
BUY
$81.87 - $88.88 $10,070 - $10,932
123 Added 4.4%
2,917 $245,000
Q3 2022

Nov 16, 2022
BUY
$78.2 - $91.43 $218,490 - $255,455
2,794 New
2,794 $213,000

Others Institutions Holding JPME

# of Institutions
82
Shares Held
3.75M
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
Track This Portfolio

Track Captrust Financial Advisors Portfolio

Follow Captrust Financial Advisors 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 Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email