Empirical Asset Management, LLC Jpmorgan Tr. Diversified Retur Transaction History

Empirical Asset Management, LLC

$791 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 09, 2024	SELL	$92.68 - $98.71 $375,261 - $399,676	-4,049 Reduced 35.13%	7,478 $711,000
Q1 2024 May 10, 2024	SELL	$89.62 - $99.14 $66,766 - $73,859	-745 Reduced 6.07%	11,527 $1.14 Million
Q4 2023 Jan 12, 2024	SELL	$79.3 - $92.33 $14,829 - $17,265	-187 Reduced 1.5%	12,272 $1.13 Million
Q3 2023 Nov 01, 2023	SELL	$83.14 - $91.18 $11,805 - $12,947	-142 Reduced 1.13%	12,459 $1.04 Million
Q2 2023 Aug 01, 2023	BUY	$82.21 - $88.3 $44,804 - $48,123	545 Added 4.52%	12,601 $1.11 Million
Q1 2023 Apr 18, 2023	BUY	$81.5 - $91.5 $538,063 - $604,083	6,602 Added 121.05%	12,056 $1.03 Million
Q4 2022 Jan 31, 2023	BUY	$77.11 - $88.88 $62,304 - $71,815	808 Added 17.39%	5,454 $459,000
Q3 2022 Oct 19, 2022	BUY	$76.41 - $91.43 $141,664 - $169,511	1,854 Added 66.4%	4,646 $355,000
Q2 2022 Jul 18, 2022	BUY	$78.92 - $95.02 $220,344 - $265,295	2,792 New	2,792 $225,000

Others Institutions Holding JPME

# of Institutions

87

Shares Held

3.05M

Call Options Held

0

Put Options Held

0

Cerity Partners LLC New York, NY

692K
Shares

$71.5 Million
0.16% of portfolio
High Tower Advisors, LLC Chicago, IL

292K
Shares

$30.2 Million
0.04% of portfolio
Morgan Stanley New York, NY

288K
Shares

$29.8 Million
0.0% of portfolio
Creative One Wealth, LLC Overland Park, KS

225K
Shares

$23.2 Million
0.86% of portfolio
Lpl Financial LLC Fort Mill, SC

215K
Shares

$22.2 Million
0.01% of portfolio

About JPMORGAN TR. DIVERSIFIED RETUR

Ticker JPME
Sector ETFs
Industry ETFs

More about JPME

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Empirical Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Asset Management, LLC with notifications on news.