Global Retirement Partners, LLC Jpmorgan Tr. Diversified Retur Transaction History

Global Retirement Partners, LLC

$3.25 Billion
Q3 2024

A detailed history of Global Retirement Partners, LLC transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Global Retirement Partners, LLC holds 939 shares of JPME stock, worth $100,247. This represents 0.0% of its overall portfolio holdings.

Number of Shares

939

Previous 1,886 50.21%

Holding current value

$100,247

Previous $179,000 45.25%

% of portfolio

0.0%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$94.32 - $105.04 $89,321 - $99,472	-947 Reduced 50.21%	939 $98,000
Q2 2024 Jul 23, 2024	BUY	$92.68 - $98.71 $834 - $888	9 Added 0.48%	1,886 $179,000
Q1 2024 Apr 23, 2024	BUY	$89.62 - $99.14 $448 - $495	5 Added 0.27%	1,877 $186,000
Q4 2023 Jan 18, 2024	SELL	$79.3 - $92.33 $73,986 - $86,143	-933 Reduced 33.26%	1,872 $171,000
Q3 2023 Oct 13, 2023	BUY	$83.14 - $91.18 $224,394 - $246,094	2,699 Added 2546.23%	2,805 $234,000
Q1 2023 May 05, 2023	SELL	$81.5 - $91.5 $11,736 - $13,176	-144 Reduced 57.6%	106 $9,000
Q1 2022 Jul 14, 2022	BUY	$87.14 - $95.75 $21,785 - $23,937	250 New	250 $22,000
Q4 2021 Jan 21, 2022	SELL	$88.09 - $95.51 $3,171 - $3,438	-36 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$85.29 - $92.14 $3,070 - $3,317	36 New	36 $3,000

Others Institutions Holding JPME

# of Institutions

Shares Held

2.84M

Call Options Held

Put Options Held

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About JPMORGAN TR. DIVERSIFIED RETUR

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Global Retirement Partners, LLC Jpmorgan Tr. Diversified Retur Transaction History