A detailed history of Envestnet Asset Management Inc transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Envestnet Asset Management Inc holds 9,579 shares of JPME stock, worth $1.06 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,579
Previous 12,215 21.58%
Holding current value
$1.06 Million
Previous $1.16 Million 13.43%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

SELL
$94.32 - $105.04 $248,627 - $276,885
-2,636 Reduced 21.58%
9,579 $1.01 Million
Q2 2024

Aug 08, 2024

BUY
$92.68 - $98.71 $7,043 - $7,501
76 Added 0.63%
12,215 $1.16 Million
Q1 2024

May 13, 2024

SELL
$89.62 - $99.14 $110,053 - $121,743
-1,228 Reduced 9.19%
12,139 $1.2 Million
Q4 2023

Feb 13, 2024

SELL
$79.3 - $92.33 $313,472 - $364,980
-3,953 Reduced 22.82%
13,367 $1.23 Million
Q3 2023

Nov 13, 2023

BUY
$83.14 - $91.18 $867,649 - $951,554
10,436 Added 151.6%
17,320 $1.45 Million
Q2 2023

Aug 04, 2023

BUY
$82.21 - $88.3 $37,487 - $40,264
456 Added 7.09%
6,884 $607,000
Q1 2023

May 11, 2023

BUY
$81.5 - $91.5 $206,195 - $231,495
2,530 Added 64.91%
6,428 $551,000
Q4 2022

Feb 07, 2023

BUY
$77.11 - $88.88 $300,574 - $346,454
3,898 New
3,898 $328,000
Q1 2020

Apr 23, 2020

SELL
$42.43 - $71.93 $128,053 - $217,084
-3,018 Closed
0 $0
Q4 2019

Feb 11, 2020

BUY
$64.46 - $70.9 $1,998 - $2,197
31 Added 1.04%
3,018 $213,000
Q3 2019

Oct 17, 2019

SELL
$63.41 - $67.86 $2,853 - $3,053
-45 Reduced 1.48%
2,987 $200,000
Q2 2019

Aug 02, 2019

BUY
$62.56 - $66.91 $189,681 - $202,871
3,032 New
3,032 $201,000

Others Institutions Holding JPME

About JPMORGAN TR. DIVERSIFIED RETUR


  • Ticker JPME
  • Sector ETFs
  • Industry ETFs
More about JPME
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