Journey Strategic Wealth LLC Jpmorgan Tr. Diversified Retur Transaction History

Journey Strategic Wealth LLC

$3.03 Billion
Q2 2025

A detailed history of Journey Strategic Wealth LLC transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 10,729 shares of JPME stock, worth $1.14 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

10,729

Previous 10,401 3.15%

Holding current value

$1.14 Million

Previous $1.05 Million 6.31%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$89.28 - $103.8 $29,283 - $34,046	328 Added 3.15%	10,729 $1.11 Million
Q1 2025 May 06, 2025	BUY	$97.76 - $107.35 $25,808 - $28,340	264 Added 2.6%	10,401 $1.05 Million
Q4 2024 Jan 24, 2025	BUY	$102.08 - $110.92 $135,256 - $146,969	1,325 Added 15.04%	10,137 $1.04 Million
Q3 2024 Nov 12, 2024	BUY	$94.32 - $105.04 $104,412 - $116,279	1,107 Added 14.37%	8,812 $925,000
Q2 2024 Aug 14, 2024	BUY	$92.68 - $98.71 $122,522 - $130,494	1,322 Added 20.71%	7,705 $733,000
Q1 2024 May 13, 2024	SELL	$89.62 - $99.14 $3.75 Million - $4.14 Million	-41,798 Reduced 86.75%	6,383 $632,000
Q4 2023 Feb 09, 2024	BUY	$79.3 - $92.33 $188,178 - $219,099	2,373 Added 5.18%	48,181 $4.43 Million
Q3 2023 Nov 08, 2023	BUY	$83.14 - $91.18 $3.81 Million - $4.18 Million	45,808 New	45,808 $3.83 Million

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
Sector ETFs
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Journey Strategic Wealth LLC Jpmorgan Tr. Diversified Retur Transaction History