Precedent Wealth Partners, LLC Jp Morgan Diversified Return Transaction History

Precedent Wealth Partners, LLC

  • $303 Billion
  • Q3 2024

A detailed history of Precedent Wealth Partners, LLC transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 16,997 shares of JPEM stock, worth $901,180. This represents 0.32% of its overall portfolio holdings.

Number of Shares
16,997
Previous 17,381 2.21%
Holding current value
$901,180
Previous $940 Million 2.4%
% of portfolio
0.32%
Previous 0.38%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
SELL
$52.23 - $56.96 $20,056 - $21,872
-384 Reduced 2.21%
16,997 $963 Million
Q2 2024

Jul 23, 2024
SELL
$53.03 - $56.92 $13,204 - $14,173
-249 Reduced 1.41%
17,381 $940 Million
Q1 2024

Apr 23, 2024
SELL
$51.04 - $54.18 $46,803 - $49,683
-917 Reduced 4.94%
17,630 $942 Million
Q4 2023

Jan 18, 2024
BUY
$47.68 - $52.39 $884,320 - $971,677
18,547 New
18,547 $970 Million

About JP MORGAN DIVERSIFIED RETURN

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  • Ticker JPEM
  • Sector ETFs
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