Facet Wealth, Inc. Jp Morgan Diversified Return I Transaction History

Facet Wealth, Inc.

$4.38 Billion
Q2 2025

A detailed history of Facet Wealth, Inc. transactions in Jp Morgan Diversified Return I stock. As of the latest transaction made, Facet Wealth, Inc. holds 3,564 shares of JPIN stock, worth $235,901. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,564

Holding current value

$235,901

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 01, 2025	BUY	$52.18 - $64.25 $185,969 - $228,987	3,564 New	3,564 $228,000

Others Institutions Holding JPIN

# of Institutions

116

Shares Held

4.02M

Call Options Held

Put Options Held

Wealth Enhancement Advisory Services, LLC

488K
Shares

$32.3 Million
0.06% of portfolio
Ubs Group Ag

477K
Shares

$31.6 Million
0.01% of portfolio
Morgan Stanley New York, NY

299K
Shares

$19.8 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

220K
Shares

$14.5 Million
0.0% of portfolio
Cerity Partners LLC New York, NY

208K
Shares

$13.8 Million
0.02% of portfolio

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About JP MORGAN DIVERSIFIED RETURN I

Ticker JPIN
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