Edge Financial Advisors LLC Jp Morgan Diversified Return I Transaction History

Edge Financial Advisors LLC

  • $158 Billion
  • Q1 2025

A detailed history of Edge Financial Advisors LLC transactions in Jp Morgan Diversified Return I stock. As of the latest transaction made, Edge Financial Advisors LLC holds 9,694 shares of JPIN stock, worth $582,124. This represents 0.35% of its overall portfolio holdings.

Number of Shares
9,694
Previous 10,399 6.78%
Holding current value
$582,124
Previous $557 Million 0.55%
% of portfolio
0.35%
Previous 0.5%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
SELL
$52.75 - $58.91 $37,188 - $41,531
-705 Reduced 6.78%
9,694 $554 Million
Q4 2024

Jan 17, 2025
BUY
$53.56 - $59.9 $5,784 - $6,469
108 Added 1.05%
10,399 $557 Million
Q3 2024

Oct 25, 2024
SELL
$54.1 - $60.82 $362,199 - $407,189
-6,695 Reduced 39.41%
10,291 $618 Million
Q1 2024

Apr 19, 2024
BUY
$52.64 - $56.44 $894,143 - $958,689
16,986 New
16,986 $957 Million

Others Institutions Holding JPIN

# of Institutions
105
Shares Held
4.15M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN DIVERSIFIED RETURN I

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