Amplius Wealth Advisors, LLC Jp Morgan Diversified Return Transaction History

Amplius Wealth Advisors, LLC

  • $881 Million
  • Q1 2025

A detailed history of Amplius Wealth Advisors, LLC transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 125,388 shares of JPEM stock, worth $6.62 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
125,388
Previous 103,650 20.97%
Holding current value
$6.62 Million
Previous $5.38 Million 23.15%
% of portfolio
0.75%
Previous 0.63%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
BUY
$50.81 - $54.04 $1.1 Million - $1.17 Million
21,738 Added 20.97%
125,388 $6.62 Million
Q4 2024

Jan 16, 2025
BUY
$51.88 - $57.84 $346,662 - $386,486
6,682 Added 6.89%
103,650 $5.38 Million
Q3 2024

Oct 16, 2024
SELL
$52.23 - $56.96 $205,733 - $224,365
-3,939 Reduced 3.9%
96,968 $5.49 Million
Q2 2024

Jul 22, 2024
SELL
$53.03 - $56.92 $210,900 - $226,370
-3,977 Reduced 3.79%
100,907 $5.46 Million
Q1 2024

Apr 16, 2024
SELL
$51.04 - $54.18 $3.11 Million - $3.3 Million
-60,982 Reduced 36.77%
104,884 $5.61 Million
Q4 2023

Jan 10, 2024
SELL
$47.68 - $52.39 $17.7 Million - $19.5 Million
-372,002 Reduced 69.16%
165,866 $8.67 Million
Q3 2023

Oct 17, 2023
BUY
$50.11 - $53.14 $113,148 - $119,990
2,258 Added 0.42%
537,868 $27.1 Million
Q2 2023

Jul 26, 2023
BUY
$49.67 - $52.49 $65,067 - $68,761
1,310 Added 0.25%
535,610 $27 Million
Q1 2023

Apr 25, 2023
BUY
$49.13 - $52.77 $1.16 Million - $1.25 Million
23,679 Added 4.64%
534,300 $27 Million
Q4 2022

Jan 19, 2023
BUY
$44.98 - $50.79 $23 Million - $25.9 Million
510,621 New
510,621 $0

Others Institutions Holding JPEM

# of Institutions
137
Shares Held
5.52M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN DIVERSIFIED RETURN

JPEM Quotes by TradingView
  • Ticker JPEM
  • Sector ETFs
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