Occidental Asset Management, LLC Jp Morgan Diversified Return Transaction History

Occidental Asset Management, LLC

  • $530 Million
  • Q1 2024

A detailed history of Occidental Asset Management, LLC transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Occidental Asset Management, LLC holds 21,765 shares of JPEM stock, worth $1.18 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
21,765
Previous 21,098 3.16%
Holding current value
$1.18 Million
Previous $1.1 Million 5.44%
% of portfolio
0.22%
Previous 0.23%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 16, 2024
BUY
$51.04 - $54.18 $34,043 - $36,138
667 Added 3.16%
21,765 $1.16 Million
Q4 2023

Jan 18, 2024
BUY
$47.68 - $52.39 $10,775 - $11,840
226 Added 1.08%
21,098 $1.1 Million
Q3 2023

Oct 18, 2023
BUY
$50.11 - $53.14 $236,869 - $251,192
4,727 Added 29.28%
20,872 $1.05 Million
Q2 2023

Jul 11, 2023
BUY
$49.67 - $52.49 $801,922 - $847,451
16,145 New
16,145 $815,000

Others Institutions Holding JPEM

# of Institutions
123
Shares Held
4.77M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN DIVERSIFIED RETURN

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