Ci Private Wealth, LLC Jp Morgan Diversified Return Transaction History

Ci Private Wealth, LLC

  • $76.5 Billion
  • Q2 2025

A detailed history of Ci Private Wealth, LLC transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Ci Private Wealth, LLC holds 145,717 shares of JPEM stock, worth $8.39 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
145,717
Previous 142,965 1.92%
Holding current value
$8.39 Million
Previous $7.54 Million 9.05%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 15, 2025
BUY
$48.41 - $56.7 $133,224 - $156,038
2,752 Added 1.92%
145,717 $8.22 Million
Q1 2025

May 14, 2025
SELL
$50.81 - $54.04 $1.03 Million - $1.1 Million
-20,321 Reduced 12.45%
142,965 $7.54 Million
Q4 2024

Feb 10, 2025
SELL
$51.88 - $57.84 $334,003 - $372,373
-6,438 Reduced 3.79%
163,286 $8.47 Million
Q3 2024

Nov 12, 2024
SELL
$52.23 - $56.96 $919,718 - $1 Million
-17,609 Reduced 9.4%
169,724 $9.61 Million
Q2 2024

Aug 13, 2024
SELL
$53.03 - $56.92 $819,472 - $879,584
-15,453 Reduced 7.62%
187,333 $10.1 Million
Q1 2024

May 09, 2024
SELL
$51.04 - $54.18 $256,680 - $272,471
-5,029 Reduced 2.42%
202,786 $10.8 Million
Q4 2023

Feb 09, 2024
SELL
$47.68 - $52.39 $994,986 - $1.09 Million
-20,868 Reduced 9.13%
207,815 $10.9 Million
Q3 2023

Nov 03, 2023
SELL
$50.11 - $53.14 $5.18 Million - $5.49 Million
-103,352 Reduced 31.13%
228,683 $11.5 Million
Q2 2023

Aug 10, 2023
SELL
$49.67 - $52.49 $151,791 - $160,409
-3,056 Reduced 0.91%
332,035 $16.8 Million
Q1 2023

May 15, 2023
BUY
$49.13 - $52.77 $27,807 - $29,867
566 Added 0.17%
335,091 $16.9 Million
Q4 2022

Feb 15, 2023
BUY
$44.98 - $50.79 $15 Million - $17 Million
334,525 New
334,525 $16.5 Million

Others Institutions Holding JPEM

# of Institutions
133
Shares Held
5.04M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN DIVERSIFIED RETURN

JPEM Quotes by TradingView
  • Ticker JPEM
  • Sector ETFs
  • Industry ETFs
More about JPEM
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