Wealthspire Advisors, LLC Jp Morgan Diversified Return Transaction History

Wealthspire Advisors, LLC

$9.93 Billion
Q4 2024

A detailed history of Wealthspire Advisors, LLC transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 12,730 shares of JPEM stock, worth $679,909. This represents 0.01% of its overall portfolio holdings.

Number of Shares

12,730

Previous 17,572 27.56%

Holding current value

$679,909

Previous $995,000 33.67%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	SELL	$51.88 - $57.84 $251,202 - $280,061	-4,842 Reduced 27.56%	12,730 $660,000
Q3 2024 Nov 13, 2024	SELL	$52.23 - $56.96 $12,326 - $13,442	-236 Reduced 1.33%	17,572 $995,000
Q2 2024 Aug 08, 2024	SELL	$53.03 - $56.92 $797,518 - $856,019	-15,039 Reduced 45.79%	17,808 $963,000
Q1 2024 May 06, 2024	SELL	$51.04 - $54.18 $769,938 - $817,305	-15,085 Reduced 31.47%	32,847 $1.76 Million
Q4 2023 Feb 06, 2024	SELL	$47.68 - $52.39 $143,659 - $157,851	-3,013 Reduced 5.91%	47,932 $2.51 Million
Q3 2023 Nov 06, 2023	BUY	$50.11 - $53.14 $2.55 Million - $2.71 Million	50,945 New	50,945 $2.57 Million

Others Institutions Holding JPEM

# of Institutions

136

Shares Held

5.49M

Call Options Held

Put Options Held

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About JP MORGAN DIVERSIFIED RETURN

Ticker JPEM
Sector ETFs
Industry ETFs

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Wealthspire Advisors, LLC Jp Morgan Diversified Return Transaction History