Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Dec 11, 2023

BUY
$50.11 - $53.14 $70,404 - $74,661
1,405 New
1,405 $70,000
Q1 2021

May 13, 2021

SELL
$54.39 - $58.37 $320,629 - $344,091
-5,895 Closed
0 $0
Q3 2020

Nov 24, 2020

SELL
$46.22 - $49.56 $11,555 - $12,390
-250 Reduced 4.07%
5,895 $275,000
Q2 2020

Aug 12, 2020

BUY
$38.36 - $48.81 $28,770 - $36,607
750 Added 13.9%
6,145 $282,000
Q1 2020

May 12, 2020

BUY
$36.19 - $58.24 $3,619 - $5,824
100 Added 1.89%
5,395 $214,000
Q1 2019

May 15, 2019

BUY
N/A
5,295 New
5,295 $287,000

Others Institutions Holding JPEM

About JP MORGAN DIVERSIFIED RETURN


  • Ticker JPEM
  • Sector ETFs
  • Industry ETFs
More about JPEM
Track This Portfolio

Track Headinvest, LLC Portfolio

Follow Headinvest, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Headinvest, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Headinvest, LLC with notifications on news.