Rvw Wealth, LLC Jpmorgan Tr. Diversified Retur Transaction History

Rvw Wealth, LLC

$1.07 Billion
Q2 2025

A detailed history of Rvw Wealth, LLC transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Rvw Wealth, LLC holds 68,206 shares of JPME stock, worth $7.12 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

68,206

Previous 69,200 1.44%

Holding current value

$7.12 Million

Previous $6.96 Million 1.62%

% of portfolio

0.66%

Previous 0.71%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	SELL	$89.28 - $103.8 $88,744 - $103,177	-994 Reduced 1.44%	68,206 $7.07 Million
Q1 2025 May 08, 2025	SELL	$97.76 - $107.35 $352,718 - $387,318	-3,608 Reduced 4.96%	69,200 $6.96 Million
Q4 2024 Jan 23, 2025	SELL	$102.08 - $110.92 $57,573 - $62,558	-564 Reduced 0.77%	72,808 $7.46 Million
Q3 2024 Oct 15, 2024	SELL	$94.32 - $105.04 $110,637 - $123,211	-1,173 Reduced 1.57%	73,372 $7.71 Million
Q2 2024 Jul 08, 2024	SELL	$92.68 - $98.71 $195,647 - $208,376	-2,111 Reduced 2.75%	74,545 $7.1 Million
Q1 2024 Apr 05, 2024	SELL	$89.62 - $99.14 $1.34 Million - $1.48 Million	-14,909 Reduced 16.28%	76,656 $7.6 Million
Q4 2023 Jan 08, 2024	SELL	$79.3 - $92.33 $360,259 - $419,455	-4,543 Reduced 4.73%	91,565 $8.41 Million
Q3 2023 Oct 12, 2023	SELL	$83.14 - $91.18 $186,067 - $204,060	-2,238 Reduced 2.28%	96,108 $8.04 Million
Q2 2023 Jul 06, 2023	SELL	$82.21 - $88.3 $362,381 - $389,226	-4,408 Reduced 4.29%	98,346 $8.68 Million
Q1 2023 Apr 11, 2023	SELL	$81.5 - $91.5 $52,812 - $59,292	-648 Reduced 0.63%	102,754 $8.82 Million
Q4 2022 Jan 12, 2023	SELL	$77.11 - $88.88 $140,185 - $161,583	-1,818 Reduced 1.73%	103,402 $0
Q3 2022 Oct 13, 2022	SELL	$76.41 - $91.43 $7,106 - $8,502	-93 Reduced 0.09%	105,220 $8.04 Million
Q2 2022 Jul 13, 2022	SELL	$78.92 - $95.02 $47,115 - $56,726	-597 Reduced 0.56%	105,313 $8.5 Million
Q1 2022 Apr 07, 2022	SELL	$87.14 - $95.75 $24,137 - $26,522	-277 Reduced 0.26%	105,910 $9.91 Million
Q4 2021 Jan 11, 2022	SELL	$88.09 - $95.51 $314,305 - $340,779	-3,568 Reduced 3.25%	106,187 $10 Million
Q3 2021 Oct 07, 2021	SELL	$85.29 - $92.14 $487,602 - $526,764	-5,717 Reduced 4.95%	109,755 $10 Million
Q2 2021 Jul 08, 2021	SELL	$83.85 - $89.41 $150,594 - $160,580	-1,796 Reduced 1.53%	115,472 $10 Million
Q1 2021 Apr 02, 2021	SELL	$74.12 - $83.51 $9.43 Million - $10.6 Million	-127,237 Reduced 52.04%	117,268 $10 Million
Q4 2020 Jan 11, 2021	BUY	$64.45 - $75.18 $338,749 - $395,146	5,256 Added 2.2%	244,505 $18 Million
Q3 2020 Oct 09, 2020	SELL	$59.62 - $67.11 $130,508 - $146,903	-2,189 Reduced 0.91%	239,249 $15.3 Million
Q2 2020 Jul 13, 2020	BUY	$47.01 - $66.06 $2.36 Million - $3.32 Million	50,183 Added 26.24%	241,438 $14.6 Million
Q1 2020 Apr 15, 2020	BUY	$42.43 - $71.93 $8.11 Million - $13.8 Million	191,255 New	191,255 $9.53 Million

Others Institutions Holding JPME

# of Institutions

Shares Held

2.37M

Call Options Held

Put Options Held

View Full List

About JPMORGAN TR. DIVERSIFIED RETUR

Ticker JPME
Sector ETFs
Industry ETFs

More about JPME

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rvw Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rvw Wealth, LLC with notifications on news.

Account