Amplius Wealth Advisors, LLC Jp Morgan Diversified Return Transaction History

Amplius Wealth Advisors, LLC

$858 Million
Q4 2025

A detailed history of Amplius Wealth Advisors, LLC transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 137,618 shares of JPEM stock, worth $8.38 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares

137,618

Previous 130,446 5.5%

Holding current value

$8.38 Million

Previous $7.7 Million 8.86%

% of portfolio

0.98%

Previous 0.9%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$57.59 - $61.34 $413,035 - $439,930	7,172 Added 5.5%	137,618 $8.38 Million
Q3 2025 Oct 21, 2025	BUY	$56.25 - $59.87 $378,000 - $402,326	6,720 Added 5.43%	130,446 $7.7 Million
Q2 2025 Aug 04, 2025	SELL	$48.41 - $56.7 $80,457 - $94,235	-1,662 Reduced 1.33%	123,726 $6.98 Million
Q1 2025 Apr 10, 2025	BUY	$50.81 - $54.04 $1.1 Million - $1.17 Million	21,738 Added 20.97%	125,388 $6.62 Million
Q4 2024 Jan 16, 2025	BUY	$51.88 - $57.84 $346,662 - $386,486	6,682 Added 6.89%	103,650 $5.38 Million

Q3 2024 Oct 16, 2024	SELL	$52.23 - $56.96 $205,733 - $224,365	-3,939 Reduced 3.9%	96,968 $5.49 Million
Q2 2024 Jul 22, 2024	SELL	$53.03 - $56.92 $210,900 - $226,370	-3,977 Reduced 3.79%	100,907 $5.46 Million
Q1 2024 Apr 16, 2024	SELL	$51.04 - $54.18 $3.11 Million - $3.3 Million	-60,982 Reduced 36.77%	104,884 $5.61 Million
Q4 2023 Jan 10, 2024	SELL	$47.68 - $52.39 $17.7 Million - $19.5 Million	-372,002 Reduced 69.16%	165,866 $8.67 Million
Q3 2023 Oct 17, 2023	BUY	$50.11 - $53.14 $113,148 - $119,990	2,258 Added 0.42%	537,868 $27.1 Million
Q2 2023 Jul 26, 2023	BUY	$49.67 - $52.49 $65,067 - $68,761	1,310 Added 0.25%	535,610 $27 Million
Q1 2023 Apr 25, 2023	BUY	$49.13 - $52.77 $1.16 Million - $1.25 Million	23,679 Added 4.64%	534,300 $27 Million
Q4 2022 Jan 19, 2023	BUY	$44.98 - $50.79 $23 Million - $25.9 Million	510,621 New	510,621 $0

Others Institutions Holding JPEM

# of Institutions

128

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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Amplius Wealth Advisors, LLC Jp Morgan Diversified Return Transaction History