Lwm Advisory Services, LLC Jpmorgan Tr. Diversified Retur Transaction History

Lwm Advisory Services, LLC

$139 Million
Q1 2025

A detailed history of Lwm Advisory Services, LLC transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 15,100 shares of JPME stock, worth $1.53 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares

15,100

Previous 15,522 2.72%

Holding current value

$1.53 Million

Previous $1.59 Million 4.53%

% of portfolio

1.09%

Previous 1.14%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 13, 2025	SELL	$97.76 - $107.35 $41,254 - $45,301	-422 Reduced 2.72%	15,100 $1.52 Million
Q4 2024 Feb 03, 2025	BUY	$102.08 - $110.92 $142,912 - $155,288	1,400 Added 9.91%	15,522 $1.59 Million
Q3 2024 Nov 13, 2024	SELL	$94.32 - $105.04 $176,567 - $196,634	-1,872 Reduced 11.7%	14,122 $1.48 Million
Q2 2024 Aug 08, 2024	SELL	$92.68 - $98.71 $12,882 - $13,720	-139 Reduced 0.86%	15,994 $1.52 Million
Q1 2024 May 09, 2024	SELL	$89.62 - $99.14 $4,122 - $4,560	-46 Reduced 0.28%	16,133 $1.6 Million
Q4 2023 Feb 05, 2024	BUY	$79.3 - $92.33 $52,179 - $60,753	658 Added 4.24%	16,179 $1.49 Million
Q3 2023 Nov 02, 2023	SELL	$83.14 - $91.18 $1.88 Million - $2.06 Million	-22,641 Reduced 59.33%	15,521 $1.3 Million
Q2 2023 Aug 07, 2023	BUY	$82.21 - $88.3 $732,244 - $786,488	8,907 Added 30.45%	38,162 $3.37 Million
Q1 2023 May 02, 2023	BUY	$81.5 - $91.5 $364,549 - $409,279	4,473 Added 18.05%	29,255 $2.51 Million
Q4 2022 Feb 07, 2023	BUY	$77.11 - $88.88 $476,848 - $549,633	6,184 Added 33.25%	24,782 $2.09 Million
Q3 2022 Nov 16, 2022	SELL	$76.41 - $91.43 $377,236 - $451,389	-4,937 Reduced 20.98%	18,598 $1.42 Million
Q2 2022 Aug 15, 2022	BUY	$78.92 - $95.02 $1.54 Million - $1.86 Million	19,573 Added 494.02%	23,535 $1.9 Million
Q1 2022 May 09, 2022	BUY	$87.14 - $95.75 $345,248 - $379,361	3,962 New	3,962 $371,000

Others Institutions Holding JPME

# of Institutions

Shares Held

2.91M

Call Options Held

Put Options Held

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About JPMORGAN TR. DIVERSIFIED RETUR

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Lwm Advisory Services, LLC Jpmorgan Tr. Diversified Retur Transaction History