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 $24,844. This represents 0.01% of its overall portfolio holdings.

Number of Shares
465
Previous 459 1.31%
Holding current value
$24,844
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

About JP MORGAN DIVERSIFIED RETURN


  • Ticker JPEM
  • Sector ETFs
  • Industry ETFs
More about JPEM
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