49 Wealth Management, LLC Jp Morgan Diversified Return Transaction History

49 Wealth Management, LLC

$939 Billion
Q2 2025

A detailed history of 49 Wealth Management, LLC transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, 49 Wealth Management, LLC holds 5,863 shares of JPEM stock, worth $337,532. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,863

Previous 15,664 62.57%

Holding current value

$337,532

Previous $826 Million 59.95%

% of portfolio

0.04%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	SELL	$48.41 - $56.7 $474,466 - $555,716	-9,801 Reduced 62.57%	5,863 $331 Million
Q1 2025 Apr 30, 2025	SELL	$50.81 - $54.04 $259,029 - $275,495	-5,098 Reduced 24.55%	15,664 $826 Million
Q4 2024 Feb 14, 2025	SELL	$51.88 - $57.84 $829,924 - $925,266	-15,997 Reduced 43.52%	20,762 $1.08 Billion
Q3 2024 Nov 12, 2024	SELL	$52.23 - $56.96 $908,331 - $990,591	-17,391 Reduced 32.12%	36,759 $2.08 Billion
Q2 2024 Jul 30, 2024	SELL	$53.03 - $56.92 $20.4 Million - $21.9 Million	-385,608 Reduced 87.69%	54,150 $2.93 Billion
Q1 2024 May 07, 2024	BUY	$51.04 - $54.18 $2.46 Million - $2.61 Million	48,115 Added 12.29%	439,758 $23.6 Billion
Q4 2023 May 07, 2024	BUY	$47.68 - $52.39 $18.7 Million - $20.5 Million	391,643 New	391,643 $20.5 Billion

Others Institutions Holding JPEM

# of Institutions

133

Shares Held

5.04M

Call Options Held

Put Options Held

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About JP MORGAN DIVERSIFIED RETURN

Ticker JPEM
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49 Wealth Management, LLC Jp Morgan Diversified Return Transaction History