Visionary Wealth Advisors Jp Morgan Diversified Return Transaction History

Visionary Wealth Advisors

  • $1.57 Billion
  • Q3 2024

A detailed history of Visionary Wealth Advisors transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Visionary Wealth Advisors holds 16,169 shares of JPEM stock, worth $849,842. This represents 0.06% of its overall portfolio holdings.

Number of Shares
16,169
Previous 14,467 11.76%
Holding current value
$849,842
Previous $782,000 17.01%
% of portfolio
0.06%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$52.23 - $56.96 $88,895 - $96,945
1,702 Added 11.76%
16,169 $915,000
Q2 2024

Aug 13, 2024
SELL
$53.03 - $56.92 $253,218 - $271,793
-4,775 Reduced 24.82%
14,467 $782,000
Q1 2024

May 15, 2024
BUY
$51.04 - $54.18 $83,297 - $88,421
1,632 Added 9.27%
19,242 $1.03 Million
Q4 2023

Feb 14, 2024
BUY
$47.68 - $52.39 $30,515 - $33,529
640 Added 3.77%
17,610 $920,000
Q3 2023

Nov 13, 2023
BUY
$50.11 - $53.14 $131,438 - $139,386
2,623 Added 18.28%
16,970 $854,000
Q2 2023

Aug 11, 2023
BUY
$49.67 - $52.49 $712,615 - $753,074
14,347 New
14,347 $724,000

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 Visionary Wealth Advisors Portfolio

Follow Visionary Wealth Advisors 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 Visionary Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Visionary Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email