Wealthspire Advisors, LLC Jp Morgan Diversified Return Transaction History

Wealthspire Advisors, LLC

  • $7.49 Billion
  • Q1 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 32,847 shares of JPEM stock, worth $1.81 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
32,847
Previous 47,932 31.47%
Holding current value
$1.81 Million
Previous $2.51 Million 29.97%
% of portfolio
0.02%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
123
Shares Held
4.77M
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
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