Modern Wealth Management, LLC Jp Morgan Diversified Return I Transaction History

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Jp Morgan Diversified Return I stock. As of the latest transaction made, Modern Wealth Management, LLC holds 5,606 shares of JPIN stock, worth $371,061. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,606
Previous 5,605 0.02%
Holding current value
$371,061
Previous $320,000 12.19%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$52.18 - $64.25 $52 - $64
1 Added 0.02%
5,606 $359,000
Q4 2024

Feb 11, 2025
BUY
$53.56 - $59.9 $300,203 - $335,739
5,605 New
5,605 $313 Million

Others Institutions Holding JPIN

# of Institutions
115
Shares Held
4.01M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN DIVERSIFIED RETURN I

JPIN Quotes by TradingView
  • Ticker JPIN
  • Sector ETFs
  • Industry ETFs
More about JPIN
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