Empirical Asset Management, LLC Jp Morgan Diversified Return Transaction History

Empirical Asset Management, LLC

$869 Million
Q2 2024

A detailed history of Empirical Asset Management, LLC transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Empirical Asset Management, LLC holds 19,296 shares of JPEM stock, worth $1.05 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

19,296

Previous 28,685 32.73%

Holding current value

$1.05 Million

Previous $1.53 Million 31.96%

% of portfolio

0.12%

Previous 0.51%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$53.03 - $56.92 $497,898 - $534,421	-9,389 Reduced 32.73%	19,296 $1.04 Million
Q1 2024 May 10, 2024	SELL	$51.04 - $54.18 $62,728 - $66,587	-1,229 Reduced 4.11%	28,685 $1.53 Million
Q4 2023 Jan 12, 2024	SELL	$47.68 - $52.39 $22,695 - $24,937	-476 Reduced 1.57%	29,914 $1.56 Million
Q3 2023 Nov 01, 2023	BUY	$50.11 - $53.14 $17,037 - $18,067	340 Added 1.13%	30,390 $1.53 Million
Q2 2023 Aug 01, 2023	BUY	$49.67 - $52.49 $71,028 - $75,060	1,430 Added 5.0%	30,050 $1.52 Million
Q1 2023 Apr 18, 2023	BUY	$49.13 - $52.77 $1.41 Million - $1.51 Million	28,620 New	28,620 $1.44 Million

Others Institutions Holding JPEM

# of Institutions

130

Shares Held

4.94M

Call Options Held

Put Options Held

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About JP MORGAN DIVERSIFIED RETURN

Ticker JPEM
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Empirical Asset Management, LLC Jp Morgan Diversified Return Transaction History