Potentia Wealth Jp Morgan Diversified Return Transaction History

Potentia Wealth

$225 Billion
Q4 2024

A detailed history of Potentia Wealth transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Potentia Wealth holds 5,156 shares of JPEM stock, worth $271,308. This represents 0.12% of its overall portfolio holdings.

Number of Shares

5,156

Holding current value

$271,308

% of portfolio

0.12%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 11, 2025	BUY	$51.88 - $57.84 $267,493 - $298,223	5,156 New	5,156 $268 Million

Others Institutions Holding JPEM

# of Institutions

136

Shares Held

5.77M

Call Options Held

Put Options Held

Strategic Financial Concepts, LLC San Antonio, TX

471K
Shares

$24.8 Million
0.38% of portfolio
Bank Of America Corp Charlotte, NC

414K
Shares

$21.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

293K
Shares

$15.4 Million
0.01% of portfolio
Morgan Stanley New York, NY

239K
Shares

$12.6 Million
0.0% of portfolio
Old Mission Capital LLC

233K
Shares

$12.3 Million
0.06% of portfolio

View Full List

About JP MORGAN DIVERSIFIED RETURN

Ticker JPEM
Sector ETFs
Industry ETFs

More about JPEM

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