Ifp Advisors, Inc Jp Morgan Diversified Return Transaction History

Ifp Advisors, Inc

$3.28 Billion
Q2 2025

A detailed history of Ifp Advisors, Inc transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Ifp Advisors, Inc holds 232 shares of JPEM stock, worth $13,697. This represents 0.0% of its overall portfolio holdings.

Number of Shares

232

Previous 229 1.31%

Holding current value

$13,697

Previous $12,000 8.33%

% of portfolio

0.0%

Previous 0.0%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	BUY	$48.41 - $56.7 $145 - $170	3 Added 1.31%	232 $13,000
Q1 2025 May 05, 2025	SELL	$50.81 - $54.04 $4,776 - $5,079	-94 Reduced 29.1%	229 $12,000
Q4 2024 Feb 04, 2025	BUY	$51.88 - $57.84 $311 - $347	6 Added 1.89%	323 $16,000
Q3 2024 Feb 04, 2025	BUY	$52.23 - $56.96 $261 - $284	5 Added 1.6%	317 $17,000
Q2 2024 Jul 30, 2024	BUY	$53.03 - $56.92 $212 - $227	4 Added 1.3%	312 $16,000
Q1 2024 Jul 30, 2024	BUY	$51.04 - $54.18 $51 - $54	1 Added 0.33%	308 $16,000
Q4 2023 Jan 09, 2024	BUY	$47.68 - $52.39 $190 - $209	4 Added 1.32%	307 $16,000
Q3 2023 Oct 12, 2023	BUY	$50.11 - $53.14 $250 - $265	5 Added 1.68%	303 $15,000
Q2 2023 Aug 04, 2023	BUY	$49.67 - $52.49 $14,801 - $15,642	298 New	298 $15,000
Q2 2022 Sep 06, 2022	BUY	$49.0 - $57.04 $26,313 - $30,630	537 New	537 $31,000
Q2 2022 Aug 12, 2022	SELL	$49.0 - $57.04 $26,313 - $30,630	-537 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$52.06 - $59.22 $27,956 - $31,801	537 New	537 $0
Q3 2021 Oct 06, 2021	SELL	$57.08 - $60.7 $0 - $0	0 Closed	0 $0
Q2 2021 Jul 13, 2021	BUY	$56.46 - $61.33 $0 - $0	0 New	0 $0
Q1 2021 Apr 30, 2021	SELL	$54.39 - $58.37 $10,878 - $11,674	-200 Closed	0 $0
Q4 2019 Jan 17, 2020	SELL	$51.7 - $57.01 $18,043 - $19,896	-349 Reduced 63.57%	200 $11,000
Q3 2019 Nov 07, 2019	BUY	$52.32 - $54.38 $15,696 - $16,314	300 Added 120.48%	549 $28,000
Q1 2016 Jun 03, 2019	BUY	N/A	249	249 $13,000

Others Institutions Holding JPEM

# of Institutions

132

Shares Held

5.15M

Call Options Held

Put Options Held

View Full List

About JP MORGAN DIVERSIFIED RETURN

Ticker JPEM
Sector ETFs
Industry ETFs

More about JPEM

Track This Portfolio

Portfolio Update

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

News

Stay updated on Ifp Advisors, Inc with notifications on news.

Account