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

Global Retirement Partners, LLC

$3.86 Billion
Q2 2025

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 905 shares of JPME stock, worth $96,391. This represents 0.0% of its overall portfolio holdings.

Number of Shares

905

Previous 897 0.89%

Holding current value

$96,391

Previous $91,000 2.2%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$89.28 - $103.8 $714 - $830	8 Added 0.89%	905 $93,000
Q4 2024 Jan 31, 2025	SELL	$102.08 - $110.92 $4,287 - $4,658	-42 Reduced 4.47%	897 $91,000
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

2.3M

Call Options Held

Put Options Held

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About JPMORGAN TR. DIVERSIFIED RETUR

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