A detailed history of Ifp Advisors, Inc transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Ifp Advisors, Inc holds 311 shares of JPME stock, worth $34,188. This represents 0.0% of its overall portfolio holdings.

Number of Shares
311
Previous 309 0.65%
Holding current value
$34,188
Previous $30,000 3.33%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$92.68 - $98.71 $185 - $197
2 Added 0.65%
311 $29,000
Q1 2024

Jul 30, 2024

BUY
$89.62 - $99.14 $89 - $99
1 Added 0.32%
309 $30,000
Q4 2023

Jan 09, 2024

SELL
$79.3 - $92.33 $109,037 - $126,953
-1,375 Reduced 81.7%
308 $28,000
Q3 2023

Oct 12, 2023

BUY
$83.14 - $91.18 $581 - $638
7 Added 0.42%
1,683 $140,000
Q2 2023

Aug 04, 2023

BUY
$82.21 - $88.3 $1,561 - $1,677
19 Added 1.15%
1,676 $147,000
Q1 2023

Apr 18, 2023

BUY
$81.5 - $91.5 $1,874 - $2,104
23 Added 1.41%
1,657 $142,000
Q4 2022

Feb 07, 2023

SELL
$77.11 - $88.88 $49,427 - $56,972
-641 Reduced 28.18%
1,634 $107,000
Q3 2022

Nov 08, 2022

BUY
$76.41 - $91.43 $11,690 - $13,988
153 Added 7.21%
2,275 $148,000
Q2 2022

Sep 06, 2022

BUY
$78.92 - $95.02 $167,468 - $201,632
2,122 New
2,122 $137,000
Q2 2022

Aug 12, 2022

SELL
$78.92 - $95.02 $167,468 - $201,632
-2,122 Closed
0 $0
Q1 2022

Sep 06, 2022

BUY
$87.14 - $95.75 $175,761 - $193,127
2,017 Added 1920.95%
2,122 $198,000
Q2 2021

Jul 13, 2021

BUY
$83.85 - $89.41 $8,804 - $9,388
105 New
105 $9,000

Others Institutions Holding JPME

About JPMORGAN TR. DIVERSIFIED RETUR


  • Ticker JPME
  • Sector ETFs
  • Industry ETFs
More about JPME
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