Sharkey, Howes & Javer Jp Morgan Diversified Return Transaction History

Sharkey, Howes & Javer

$678 Million
Q2 2025

A detailed history of Sharkey, Howes & Javer transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Sharkey, Howes & Javer holds 40,712 shares of JPEM stock, worth $2.3 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

40,712

Previous 26,970 50.95%

Holding current value

$2.3 Million

Previous $1.42 Million 61.58%

% of portfolio

0.34%

Previous 0.22%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	BUY	$48.41 - $56.7 $665,250 - $779,171	13,742 Added 50.95%	40,712 $2.3 Million
Q1 2025 Apr 30, 2025	BUY	$50.81 - $54.04 $479,900 - $510,407	9,445 Added 53.89%	26,970 $1.42 Million
Q4 2024 Feb 05, 2025	BUY	$51.88 - $57.84 $92,346 - $102,955	1,780 Added 11.31%	17,525 $909,000
Q3 2024 Oct 21, 2024	SELL	$52.23 - $56.96 $372,608 - $406,352	-7,134 Reduced 31.18%	15,745 $891,000
Q2 2024 Jul 17, 2024	BUY	$53.03 - $56.92 $543,663 - $583,543	10,252 Added 81.19%	22,879 $1.24 Million
Q1 2024 Apr 18, 2024	SELL	$51.04 - $54.18 $283,067 - $300,482	-5,546 Reduced 30.52%	12,627 $674,000
Q4 2023 Jan 19, 2024	SELL	$47.68 - $52.39 $156,914 - $172,415	-3,291 Reduced 15.33%	18,173 $950,000
Q3 2023 Oct 31, 2023	SELL	$50.11 - $53.14 $505,459 - $536,023	-10,087 Reduced 31.97%	21,464 $1.08 Million
Q2 2023 Jul 14, 2023	BUY	$49.67 - $52.49 $1.26 Million - $1.33 Million	25,280 Added 403.13%	31,551 $1.59 Million
Q1 2023 Apr 18, 2023	BUY	$49.13 - $52.77 $308,094 - $330,920	6,271 New	6,271 $316,000

Others Institutions Holding JPEM

# of Institutions

133

Shares Held

4.98M

Call Options Held

Put Options Held

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About JP MORGAN DIVERSIFIED RETURN

Ticker JPEM
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Sharkey, Howes & Javer Jp Morgan Diversified Return Transaction History