New Edge Advisors, LLC Jpmorgan Tr. Diversified Retur Transaction History

New Edge Advisors, LLC

$18.3 Billion
Q2 2025

A detailed history of New Edge Advisors, LLC transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, New Edge Advisors, LLC holds 2 shares of JPME stock, worth $209. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 2 -0.0%

Holding current value

$209

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$102.08 - $110.92 $204 - $221	2 New	2 $0

Others Institutions Holding JPME

# of Institutions

Shares Held

2.3M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

430K
Shares

$45.1 Million
0.0% of portfolio
High Tower Advisors, LLC Chicago, IL

295K
Shares

$30.9 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

230K
Shares

$24.1 Million
0.01% of portfolio
Dynamic Advisor Solutions LLC

156K
Shares

$16.3 Million
0.51% of portfolio
Cerity Partners LLC New York, NY

100K
Shares

$10.5 Million
0.02% of portfolio

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About JPMORGAN TR. DIVERSIFIED RETUR

Ticker JPME
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New Edge Advisors, LLC Jpmorgan Tr. Diversified Retur Transaction History