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 $669,852. This represents 0.01% of its overall portfolio holdings.

Number of Shares

12,730

Previous 17,572 27.56%

Holding current value

$669,852

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

132

Shares Held

5.61M

Call Options Held

Put Options Held

View Full List

About JP MORGAN DIVERSIFIED RETURN

Ticker JPEM
Sector ETFs
Industry ETFs

More about JPEM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Account

Wealthspire Advisors, LLC Jp Morgan Diversified Return Transaction History