Perigon Wealth Management, LLC Jp Morgan Diversified Return Transaction History

Perigon Wealth Management, LLC

  • $3.97 Billion
  • Q4 2024

A detailed history of Perigon Wealth Management, LLC transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 5,051 shares of JPEM stock, worth $265,480. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,051
Holding current value
$265,480
% of portfolio
0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$51.88 - $57.84 $262,045 - $292,149
5,051 New
5,051 $262,000
Q2 2018

Aug 07, 2018
SELL
N/A
-353 Closed
0 $0
Q4 2017

Feb 14, 2018
SELL
N/A
-19 Reduced 5.11%
353 $21,000
Q3 2017

Dec 05, 2017
BUY
N/A
256 Added 220.69%
372 $21,000
Q2 2017

Sep 12, 2017
BUY
N/A
116
116 $6,000

Others Institutions Holding JPEM

# of Institutions
126
Shares Held
5.3M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN DIVERSIFIED RETURN

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