Wagner Wealth Management, LLC Jp Morgan Diversified Return Transaction History

Wagner Wealth Management, LLC

  • $284 Million
  • Q3 2024

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 465 shares of JPEM stock, worth $25,602. This represents 0.01% of its overall portfolio holdings.

Number of Shares
465
Previous 459 1.31%
Holding current value
$25,602
Previous $24,000 8.33%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
127
Shares Held
7.57M
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
Track This Portfolio

Track Wagner Wealth Management, LLC Portfolio

Follow Wagner Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Wagner Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email