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

Lwm Advisory Services, LLC

  • $131 Million
  • Q3 2024

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 14,122 shares of JPME stock, worth $1.52 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares
14,122
Previous 15,994 11.7%
Holding current value
$1.52 Million
Previous $1.52 Million 2.56%
% of portfolio
1.13%
Previous 1.32%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
86
Shares Held
3M
Call Options Held
0
Put Options Held
0
View Full List

About JPMORGAN TR. DIVERSIFIED RETUR

JPME Quotes by TradingView
  • Ticker JPME
  • Sector ETFs
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More about JPME
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