Rvw Wealth, LLC Jp Morgan Diversified Return Transaction History

Rvw Wealth, LLC

$1.07 Billion
Q2 2025

A detailed history of Rvw Wealth, LLC transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Rvw Wealth, LLC holds 3,779 shares of JPEM stock, worth $214,609. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,779

Holding current value

$214,609

% of portfolio

0.02%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	BUY	$48.41 - $56.7 $182,941 - $214,269	3,779 New	3,779 $213,000
Q1 2024 Apr 05, 2024	SELL	$51.04 - $54.18 $3,215 - $3,413	-63 Reduced 1.64%	3,788 $202,000
Q4 2023 Jan 08, 2024	SELL	$47.68 - $52.39 $47,680 - $52,390	-1,000 Reduced 20.61%	3,851 $201,000
Q2 2021 Jul 08, 2021	SELL	$56.46 - $61.33 $10,896 - $11,836	-193 Reduced 3.83%	4,851 $0
Q1 2021 Apr 02, 2021	SELL	$54.39 - $58.37 $8.96 Million - $9.62 Million	-164,825 Reduced 97.03%	5,044 $1 Million
Q4 2020 Jan 11, 2021	BUY	$46.21 - $55.01 $146,855 - $174,821	3,178 Added 1.91%	169,869 $9 Million
Q3 2020 Oct 09, 2020	BUY	$46.22 - $49.56 $323,493 - $346,870	6,999 Added 4.38%	166,691 $7.79 Million
Q2 2020 Jul 13, 2020	BUY	$38.36 - $48.81 $3.57 Million - $4.55 Million	93,158 Added 140.02%	159,692 $7.34 Million
Q1 2020 Apr 15, 2020	SELL	$36.19 - $58.24 $3.87 Million - $6.23 Million	-106,894 Reduced 61.64%	66,534 $2.64 Million
Q4 2019 Jan 21, 2020	BUY	$51.7 - $57.01 $397,056 - $437,836	7,680 Added 4.63%	173,428 $9.89 Million
Q3 2019 Oct 25, 2019	SELL	$52.32 - $54.38 $1.47 Million - $1.53 Million	-28,102 Reduced 14.5%	165,748 $8.69 Million
Q2 2019 Jul 08, 2019	BUY	N/A	16,835 Added 9.51%	193,850 $10.8 Million
Q1 2019 Apr 24, 2019	BUY	N/A	177,015 New	177,015 $9.6 Million

Others Institutions Holding JPEM

# of Institutions

135

Shares Held

5.03M

Call Options Held

Put Options Held

Old Mission Capital LLC

345K
Shares

$19.6 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

299K
Shares

$17 Million
0.01% of portfolio
Prime Capital Investment Advisors, LLC Overland Park, KS

243K
Shares

$13.8 Million
0.16% of portfolio
Morgan Stanley New York, NY

211K
Shares

$12 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

195K
Shares

$11.1 Million
0.0% of portfolio

View Full List

About JP MORGAN DIVERSIFIED RETURN

Ticker JPEM
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