Goldstein Advisors, LLC Jpmorgan Tr. Diversified Retur Transaction History

Goldstein Advisors, LLC

  • $586 Billion
  • Q1 2024

A detailed history of Goldstein Advisors, LLC transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Goldstein Advisors, LLC holds 229,673 shares of JPME stock, worth $21.9 Million. This represents 3.89% of its overall portfolio holdings.

Number of Shares
229,673
Previous 215,946 6.36%
Holding current value
$21.9 Million
Previous $18.1 Billion 26.05%
% of portfolio
3.89%
Previous 3.77%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$89.62 - $99.14 $1.23 Million - $1.36 Million
13,727 Added 6.36%
229,673 $22.8 Billion
Q3 2023

Oct 18, 2023
BUY
$83.14 - $91.18 $825,413 - $905,235
9,928 Added 4.82%
215,946 $18.1 Billion
Q2 2023

Jul 21, 2023
BUY
$82.21 - $88.3 $407,350 - $437,526
4,955 Added 2.46%
206,018 $18.2 Billion
Q1 2023

May 09, 2023
BUY
$81.5 - $91.5 $15.9 Million - $17.8 Million
194,502 Added 2964.52%
201,063 $17.2 Billion
Q4 2022

Feb 03, 2023
BUY
$81.87 - $88.88 $537,149 - $583,141
6,561 New
6,561 $552 Million

Others Institutions Holding JPME

# of Institutions
82
Shares Held
3.75M
Call Options Held
0
Put Options Held
0
View Full List

About JPMORGAN TR. DIVERSIFIED RETUR

JPME Quotes by TradingView
  • Ticker JPME
  • Sector ETFs
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