Principal Securities, Inc. Jpmorgan Tr. Diversified Retur Transaction History

Principal Securities, Inc.

$6.07 Trillion
Q3 2025

A detailed history of Principal Securities, Inc. transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Principal Securities, Inc. holds 1,533 shares of JPME stock, worth $163,724. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,533

Previous 1,490 2.89%

Holding current value

$163,724

Previous $155 Million 7.57%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$103.48 - $109.86 $4,449 - $4,723	43 Added 2.89%	1,533 $166 Million
Q2 2025 Aug 11, 2025	SELL	$89.28 - $103.8 $27,051 - $31,451	-303 Reduced 16.9%	1,490 $155 Million
Q4 2024 Jan 30, 2025	BUY	$102.08 - $110.92 $95,240 - $103,488	933 Added 108.49%	1,793 $184 Million
Q3 2024 Oct 28, 2024	BUY	$94.32 - $105.04 $282 - $315	3 Added 0.35%	860 $90.3 Million
Q2 2024 Jul 31, 2024	BUY	$92.68 - $98.71 $23,726 - $25,269	256 Added 42.6%	857 $81.6 Million

Q1 2024 May 10, 2024	BUY	$89.62 - $99.14 $9,051 - $10,013	101 Added 20.2%	601 $59.6 Million
Q4 2023 Feb 07, 2024	BUY	$79.3 - $92.33 $39,650 - $46,165	500 New	500 $45.9 Million

Others Institutions Holding JPME

# of Institutions

105

Shares Held

2.36M

Call Options Held

Put Options Held

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About JPMORGAN TR. DIVERSIFIED RETUR

Ticker JPME
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Principal Securities, Inc. Jpmorgan Tr. Diversified Retur Transaction History