Strategic Financial Concepts, LLC Jp Morgan Diversified Return Transaction History

Strategic Financial Concepts, LLC

$314 Billion
Q3 2024

A detailed history of Strategic Financial Concepts, LLC transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 9,037 shares of JPEM stock, worth $489,715. This represents 0.16% of its overall portfolio holdings.

Number of Shares

9,037

Previous 495,640 98.18%

Holding current value

$489,715

Previous $1.66 Billion 69.15%

% of portfolio

0.16%

Previous 0.97%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$52.23 - $56.96 $25.4 Million - $27.7 Million	-486,603 Reduced 98.18%	9,037 $512 Million
Q2 2024 Aug 06, 2024	BUY	$53.03 - $56.92 $23.9 Million - $25.6 Million	449,756 Added 980.2%	495,640 $1.66 Billion
Q1 2024 Apr 22, 2024	BUY	$51.04 - $54.18 $551,691 - $585,631	10,809 Added 30.82%	45,884 $2.45 Billion
Q4 2023 Jan 18, 2024	SELL	$47.68 - $52.39 $441,945 - $485,602	-9,269 Reduced 20.9%	35,075 $1.83 Billion
Q3 2023 Nov 07, 2023	BUY	$50.11 - $53.14 $250,550 - $265,700	5,000 Added 12.71%	44,344 $2.23 Billion
Q2 2023 Sep 06, 2023	BUY	$49.67 - $52.49 $86,574 - $91,490	1,743 Added 4.64%	39,344 $1.99 Billion
Q1 2023 Sep 06, 2023	BUY	$49.13 - $52.77 $1.85 Million - $1.98 Million	37,601 New	37,601 $1.9 Billion

Others Institutions Holding JPEM

# of Institutions

125

Shares Held

7.43M

Call Options Held

Put Options Held

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About JP MORGAN DIVERSIFIED RETURN

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Strategic Financial Concepts, LLC Jp Morgan Diversified Return Transaction History