Strategic Financial Concepts, LLC Jp Morgan Diversified Return Transaction History

Strategic Financial Concepts, LLC

  • $549 Billion
  • Q4 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 470,652 shares of JPEM stock, worth $24.7 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
470,652
Previous 9,037 5108.06%
Holding current value
$24.7 Million
Previous $512 Million 309.14%
% of portfolio
0.38%
Previous 0.16%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
127
Shares Held
5.31M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN DIVERSIFIED RETURN

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

Track Strategic Financial Concepts, LLC Portfolio

Follow Strategic Financial Concepts, 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 Strategic Financial Concepts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Financial Concepts, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email