Fsm Wealth Advisors, LLC Jpmorgan Tr. Diversified Retur Transaction History

Fsm Wealth Advisors, LLC

  • $603 Million
  • Q2 2025

A detailed history of Fsm Wealth Advisors, LLC transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 10,851 shares of JPME stock, worth $1.13 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
10,851
Previous 8,171 32.8%
Holding current value
$1.13 Million
Previous $821,000 37.03%
% of portfolio
0.19%
Previous 0.19%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
BUY
$89.28 - $103.8 $239,270 - $278,184
2,680 Added 32.8%
10,851 $1.13 Million
Q1 2025

Apr 28, 2025
BUY
$97.76 - $107.35 $488,897 - $536,857
5,001 Added 157.76%
8,171 $821,000
Q2 2024

Jul 12, 2024
SELL
$92.68 - $98.71 $5,468 - $5,823
-59 Reduced 1.83%
3,170 $301,000
Q1 2024

May 14, 2024
BUY
$89.62 - $99.14 $43,286 - $47,884
483 Added 17.59%
3,229 $320,000
Q4 2023

May 14, 2024
BUY
$79.3 - $92.33 $217,757 - $253,538
2,746 New
2,746 $252,000

Others Institutions Holding JPME

# of Institutions
95
Shares Held
2.96M
Call Options Held
0
Put Options Held
0
View Full List

About JPMORGAN TR. DIVERSIFIED RETUR

JPME Quotes by TradingView
  • Ticker JPME
  • Sector ETFs
  • Industry ETFs
More about JPME
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