Clearstead Advisors, LLC Jpmorgan Tr. Diversified Retur Transaction History

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025

A detailed history of Clearstead Advisors, LLC transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Clearstead Advisors, LLC holds 229 shares of JPME stock, worth $24,457. This represents 0.0% of its overall portfolio holdings.

Number of Shares
229
Previous 229 -0.0%
Holding current value
$24,457
Previous $23,000 4.35%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 08, 2025
BUY
$89.28 - $103.8 $20,445 - $23,770
229 New
229 $23,000
Q4 2023

Feb 12, 2024
BUY
$79.3 - $92.33 $25,613 - $29,822
323 New
323 $29,000

Others Institutions Holding JPME

# of Institutions
105
Shares Held
2.36M
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
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