Epg Wealth Management LLC Jp Morgan Diversified Return I Transaction History

Epg Wealth Management LLC

  • $359 Billion
  • Q1 2025

A detailed history of Epg Wealth Management LLC transactions in Jp Morgan Diversified Return I stock. As of the latest transaction made, Epg Wealth Management LLC holds 342 shares of JPIN stock, worth $21,330. This represents 0.01% of its overall portfolio holdings.

Number of Shares
342
Previous 340 0.59%
Holding current value
$21,330
Previous $18.2 Million 7.02%
% of portfolio
0.01%
Previous 0.0%

Shares

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

May 13, 2025
BUY
$52.75 - $58.91 $105 - $117
2 Added 0.59%
342 $19.5 Million
Q4 2024

Feb 14, 2025
BUY
$53.56 - $59.9 $321 - $359
6 Added 1.8%
340 $18.2 Million
Q3 2024

Nov 13, 2024
BUY
$54.1 - $60.82 $18,069 - $20,313
334 New
334 $20.1 Million
Q2 2024

Aug 13, 2024
SELL
$53.9 - $57.66 $17,625 - $18,854
-327 Closed
0 $0
Q4 2023

Feb 14, 2024
BUY
$48.36 - $54.84 $386 - $438
8 Added 2.51%
327 $17,000
Q3 2023

Nov 13, 2023
BUY
$50.43 - $54.11 $151 - $162
3 Added 0.95%
319 $16,000
Q2 2023

Aug 15, 2023
BUY
$51.16 - $54.21 $409 - $433
8 Added 2.6%
316 $16,000
Q1 2023

May 15, 2023
BUY
$49.3 - $53.28 $49 - $53
1 Added 0.33%
308 $16,000
Q4 2022

Feb 14, 2023
BUY
$42.35 - $50.7 $84 - $101
2 Added 0.66%
307 $15,000
Q3 2022

Nov 15, 2022
BUY
$42.55 - $51.46 $12,977 - $15,695
305 New
305 $13,000
Q2 2022

Aug 15, 2022
SELL
$48.25 - $57.14 $14,426 - $17,084
-299 Closed
0 $0
Q1 2022

May 10, 2022
SELL
$53.48 - $60.03 $21,552 - $24,192
-403 Reduced 57.41%
299 $17,000
Q4 2021

Feb 14, 2022
SELL
$58.11 - $61.62 $6,798 - $7,209
-117 Reduced 14.29%
702 $42,000
Q3 2021

Nov 15, 2021
BUY
$60.31 - $64.02 $49,393 - $52,432
819 New
819 $49,000
Q2 2020

Aug 06, 2020
SELL
$41.38 - $52.51 $36,579 - $46,418
-884 Closed
0 $0
Q1 2020

May 05, 2020
BUY
$37.71 - $57.78 $33,335 - $51,077
884 New
884 $38,000

Others Institutions Holding JPIN

# of Institutions
107
Shares Held
4.28M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN DIVERSIFIED RETURN I

JPIN Quotes by TradingView
  • Ticker JPIN
  • Sector ETFs
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