Shepherd Kaplan Krochuk, LLC Jp Morgan Diversified Return Transaction History

Shepherd Kaplan Krochuk, LLC

$113 Million
Q1 2025

A detailed history of Shepherd Kaplan Krochuk, LLC transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Shepherd Kaplan Krochuk, LLC holds 17,688 shares of JPEM stock, worth $1 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares

17,688

Previous 18,209 2.86%

Holding current value

$1 Million

Previous $944,000 1.27%

% of portfolio

0.83%

Previous 0.82%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$50.81 - $54.04 $26,472 - $28,154	-521 Reduced 2.86%	17,688 $932,000
Q4 2024 Feb 13, 2025	BUY	$51.88 - $57.84 $10,012 - $11,163	193 Added 1.07%	18,209 $944,000
Q3 2024 Nov 14, 2024	SELL	$52.23 - $56.96 $246,630 - $268,965	-4,722 Reduced 20.77%	18,016 $1.02 Million
Q2 2024 Aug 14, 2024	SELL	$53.03 - $56.92 $3,234 - $3,472	-61 Reduced 0.27%	22,738 $1.23 Million
Q1 2024 May 14, 2024	SELL	$51.04 - $54.18 $724,308 - $768,868	-14,191 Reduced 38.36%	22,799 $1.22 Million
Q3 2023 Nov 13, 2023	SELL	$50.11 - $53.14 $72,910 - $77,318	-1,455 Reduced 3.78%	36,990 $1.86 Million
Q2 2023 Aug 14, 2023	BUY	$49.67 - $52.49 $117,618 - $124,296	2,368 Added 6.56%	38,445 $1.94 Million
Q1 2023 May 11, 2023	BUY	$49.13 - $52.77 $255,672 - $274,615	5,204 Added 16.86%	36,077 $1.82 Million
Q4 2022 Feb 13, 2023	BUY	$44.98 - $50.79 $1.39 Million - $1.57 Million	30,873 New	30,873 $1.52 Million

Others Institutions Holding JPEM

# of Institutions

134

Shares Held

5.02M

Call Options Held

Put Options Held

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About JP MORGAN DIVERSIFIED RETURN

Ticker JPEM
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Shepherd Kaplan Krochuk, LLC Jp Morgan Diversified Return Transaction History