Strategic Financial Concepts, LLC Jp Morgan Diversified Return Transaction History

Strategic Financial Concepts, LLC

  • $533 Billion
  • Q1 2025

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 25,393 shares of JPEM stock, worth $1.36 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
25,393
Previous 40,357 37.08%
Holding current value
$1.36 Million
Previous $2.09 Billion 36.06%
% of portfolio
0.25%
Previous 0.4%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
SELL
$50.81 - $54.04 $760,320 - $808,654
-14,964 Reduced 37.08%
25,393 $1.34 Billion
Q4 2024

Jan 30, 2025
SELL
$51.88 - $57.84 $22.3 Million - $24.9 Million
-430,295 Reduced 91.43%
40,357 $2.09 Billion
Q4 2024

Jan 27, 2025
BUY
$51.88 - $57.84 $23.9 Million - $26.7 Million
461,615 Added 5108.06%
470,652 $2.09 Billion
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
134
Shares Held
5.02M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN DIVERSIFIED RETURN

JPEM Quotes by TradingView
  • Ticker JPEM
  • Sector ETFs
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