N.E.W. Advisory Services LLC Jpmorgan Tr. Diversified Retur Transaction History

N.E.W. Advisory Services LLC

$1.25 Billion
Q1 2025

A detailed history of N.E.W. Advisory Services LLC transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 85,676 shares of JPME stock, worth $8.41 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

85,676

Previous 41,527 106.31%

Holding current value

$8.41 Million

Previous $4.26 Million 102.49%

% of portfolio

0.69%

Previous 0.41%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$97.76 - $107.35 $4.32 Million - $4.74 Million	44,149 Added 106.31%	85,676 $8.62 Million
Q4 2024 Jan 23, 2025	SELL	$102.08 - $110.92 $947,710 - $1.03 Million	-9,284 Reduced 18.27%	41,527 $4.26 Million
Q3 2024 Oct 31, 2024	BUY	$94.32 - $105.04 $1.31 Million - $1.45 Million	13,836 Added 37.42%	50,811 $5.34 Million
Q2 2024 Aug 02, 2024	BUY	$92.68 - $98.71 $272,757 - $290,503	2,943 Added 8.65%	36,975 $3.52 Million
Q1 2024 Apr 24, 2024	SELL	$89.62 - $99.14 $4,660 - $5,155	-52 Reduced 0.15%	34,032 $3.37 Million
Q4 2023 Feb 06, 2024	BUY	$79.3 - $92.33 $1.55 Million - $1.81 Million	19,576 Added 134.93%	34,084 $3.13 Million
Q3 2023 Nov 03, 2023	BUY	$83.14 - $91.18 $1.21 Million - $1.32 Million	14,508 New	14,508 $1.21 Million

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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N.E.W. Advisory Services LLC Jpmorgan Tr. Diversified Retur Transaction History