Ae Wealth Management LLC Jp Morgan Diversified Return Transaction History

Ae Wealth Management LLC

$13.5 Billion
Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Ae Wealth Management LLC holds 140 shares of JPEM stock, worth $8,523. This represents 0.0% of its overall portfolio holdings.

Number of Shares

140

Previous 45 211.11%

Holding current value

$8,523

Previous $2,000 300.0%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$56.25 - $59.87 $5,343 - $5,687	95 Added 211.11%	140 $8,000
Q2 2025 Aug 06, 2025	BUY	$48.41 - $56.7 $1,742 - $2,041	36 Added 400.0%	45 $2,000
Q4 2024 Feb 13, 2025	BUY	$51.88 - $57.84 $466 - $520	9 New	9 $0
Q4 2023 Feb 14, 2024	SELL	$47.68 - $52.39 $222,570 - $244,556	-4,668 Reduced 48.59%	4,938 $258,000
Q3 2023 Oct 11, 2023	SELL	$50.11 - $53.14 $6.38 Million - $6.76 Million	-127,240 Reduced 92.98%	9,606 $483,000

Q2 2023 Jul 10, 2023	SELL	$49.67 - $52.49 $1.3 Million - $1.37 Million	-26,132 Reduced 16.03%	136,846 $6.91 Million
Q1 2023 Apr 14, 2023	BUY	$49.13 - $52.77 $7.57 Million - $8.13 Million	154,046 Added 1724.65%	162,978 $8.23 Million
Q4 2022 Jan 31, 2023	BUY	$44.98 - $50.79 $401,761 - $453,656	8,932 New	8,932 $440,000

Others Institutions Holding JPEM

# of Institutions

127

Shares Held

5.39M

Call Options Held

Put Options Held

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About JP MORGAN DIVERSIFIED RETURN

Ticker JPEM
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Ae Wealth Management LLC Jp Morgan Diversified Return Transaction History