A detailed history of Core Cap Advisors, LLC transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Core Cap Advisors, LLC holds 4,101 shares of JPME stock, worth $436,715. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,101
Holding current value
$436,715
% of portfolio
0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025

BUY
$103.48 - $109.86 $424,371 - $450,535
4,101 New
4,101 $444,000
Q1 2022

Apr 29, 2022

SELL
$87.14 - $95.75 $863,731 - $949,074
-9,912 Closed
0 $0
Q4 2021

Feb 10, 2022

BUY
$88.09 - $95.51 $873,148 - $946,695
9,912 New
9,912 $946,000

Others Institutions Holding JPME

About JPMORGAN TR. DIVERSIFIED RETUR


  • Ticker JPME
  • Sector ETFs
  • Industry ETFs
More about JPME
Track This Portfolio

Track Core Cap Advisors, LLC Portfolio

Follow Core Cap Advisors, LLC 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 Core Cap Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Core Cap Advisors, LLC with notifications on news.