Wagner Wealth Management, LLC Jp Morgan Diversified Return Transaction History

Wagner Wealth Management, LLC

$311 Million
Q1 2025

A detailed history of Wagner Wealth Management, LLC transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Wagner Wealth Management, LLC holds 271 shares of JPEM stock, worth $15,243. This represents 0.0% of its overall portfolio holdings.

Number of Shares

271

Previous 269 0.74%

Holding current value

$15,243

Previous $13,000 7.69%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$50.81 - $54.04 $101 - $108	2 Added 0.74%	271 $14,000
Q4 2024 Jan 28, 2025	SELL	$51.88 - $57.84 $10,168 - $11,336	-196 Reduced 42.15%	269 $13,000
Q3 2024 Oct 10, 2024	BUY	$52.23 - $56.96 $313 - $341	6 Added 1.31%	465 $26,000
Q1 2024 Apr 23, 2024	SELL	$51.04 - $54.18 $64,922 - $68,916	-1,272 Reduced 73.48%	459 $24,000
Q2 2023 Jul 28, 2023	SELL	$49.67 - $52.49 $239,161 - $252,739	-4,815 Reduced 73.56%	1,731 $87,000
Q1 2023 May 17, 2023	SELL	$49.13 - $52.77 $35,668 - $38,311	-726 Reduced 9.98%	6,546 $330,000
Q4 2022 Feb 14, 2023	BUY	$44.98 - $50.79 $48,668 - $54,954	1,082 Added 17.48%	7,272 $358,000
Q3 2022 Nov 14, 2022	BUY	$44.6 - $51.11 $276,074 - $316,370	6,190 New	6,190 $276,000

Others Institutions Holding JPEM

# of Institutions

134

Shares Held

5.02M

Call Options Held

Put Options Held

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About JP MORGAN DIVERSIFIED RETURN

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