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

Fsm Wealth Advisors, LLC

$690 Million
Q3 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 10,537 shares of JPME stock, worth $1.13 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

10,537

Previous 10,851 2.89%

Holding current value

$1.13 Million

Previous $1.13 Million 1.51%

% of portfolio

0.17%

Previous 0.19%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	SELL	$103.48 - $109.86 $32,492 - $34,496	-314 Reduced 2.89%	10,537 $1.14 Million
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

105

Shares Held

2.36M

Call Options Held

Put Options Held

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About JPMORGAN TR. DIVERSIFIED RETUR

Ticker JPME
Sector ETFs
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Fsm Wealth Advisors, LLC Jpmorgan Tr. Diversified Retur Transaction History