Wagner Wealth Management, LLC Jp Morgan Diversified Return Transaction History

Wagner Wealth Management, LLC

$302 Million
Q2 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 275 shares of JPEM stock, worth $15,831. This represents 0.0% of its overall portfolio holdings.

Number of Shares

275

Previous 271 1.48%

Holding current value

$15,831

Previous $14,000 7.14%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$48.41 - $56.7 $193 - $226	4 Added 1.48%	275 $15,000
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

5.1M

Call Options Held

Put Options Held

View Full List

About JP MORGAN DIVERSIFIED RETURN

Ticker JPEM
Sector ETFs
Industry ETFs

More about JPEM

Track This Portfolio

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.

Account

Wagner Wealth Management, LLC Jp Morgan Diversified Return Transaction History