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

N.E.W. Advisory Services LLC

  • $1.02 Billion
  • Q2 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 6,993 shares of JPME stock, worth $756,013. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,993
Previous 85,676 91.84%
Holding current value
$756,013
Previous $8.62 Million 91.59%
% of portfolio
0.07%
Previous 0.69%

Shares

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

Aug 18, 2025
SELL
$89.28 - $103.8 $7.02 Million - $8.17 Million
-78,683 Reduced 91.84%
6,993 $725,000
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
98
Shares Held
2.29M
Call Options Held
0
Put Options Held
0
View Full List

About JPMORGAN TR. DIVERSIFIED RETUR

JPME Quotes by TradingView
  • Ticker JPME
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