Stonehaven Wealth & Tax Solutions, LLC Jpmorgan Tr. Diversified Retur Transaction History

Stonehaven Wealth & Tax Solutions, LLC

  • $102 Billion
  • Q2 2025

A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 22,270 shares of JPME stock, worth $2.33 Million. This represents 2.25% of its overall portfolio holdings.

Number of Shares
22,270
Previous 21,154 5.28%
Holding current value
$2.33 Million
Previous $2.13 Billion 8.55%
% of portfolio
2.25%
Previous 2.25%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$89.28 - $103.8 $99,636 - $115,840
1,116 Added 5.28%
22,270 $2.31 Billion
Q1 2025

May 15, 2025
BUY
$97.76 - $107.35 $404,042 - $443,677
4,133 Added 24.28%
21,154 $2.13 Billion
Q4 2024

Feb 13, 2025
BUY
$102.08 - $110.92 $1.74 Million - $1.89 Million
17,021 New
17,021 $1.74 Billion

Others Institutions Holding JPME

# of Institutions
97
Shares Held
2.37M
Call Options Held
0
Put Options Held
0
View Full List

About JPMORGAN TR. DIVERSIFIED RETUR

JPME Quotes by TradingView
  • Ticker JPME
  • Sector ETFs
  • Industry ETFs
More about JPME
Track This Portfolio

Track Stonehaven Wealth & Tax Solutions, LLC Portfolio

Follow Stonehaven Wealth & Tax Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Stonehaven Wealth & Tax Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email