Wealthedge Investment Advisors, LLC Jp Morgan Diversified Return I Transaction History

Wealthedge Investment Advisors, LLC

  • $240 Billion
  • Q2 2025

A detailed history of Wealthedge Investment Advisors, LLC transactions in Jp Morgan Diversified Return I stock. As of the latest transaction made, Wealthedge Investment Advisors, LLC holds 29,129 shares of JPIN stock, worth $1.9 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
29,129
Previous 45,726 36.3%
Holding current value
$1.9 Million
Previous $2.61 Billion 28.5%
% of portfolio
0.78%
Previous 1.18%

Shares

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

Aug 13, 2025
SELL
$52.18 - $64.25 $866,031 - $1.07 Million
-16,597 Reduced 36.3%
29,129 $1.87 Billion
Q1 2025

May 13, 2025
SELL
$52.75 - $58.91 $480,658 - $536,787
-9,112 Reduced 16.62%
45,726 $2.61 Billion
Q4 2024

Mar 12, 2025
BUY
$53.56 - $59.9 $2.94 Million - $3.28 Million
54,838 New
54,838 $2.94 Billion

Others Institutions Holding JPIN

# of Institutions
113
Shares Held
3.96M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN DIVERSIFIED RETURN I

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