Wagner Wealth Management, LLC Jp Morgan Diversified Return Transaction History

Wagner Wealth Management, LLC

  • $327 Million
  • Q3 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 277 shares of JPEM stock, worth $16,863. This represents 0.0% of its overall portfolio holdings.

Number of Shares
277
Previous 275 0.73%
Holding current value
$16,863
Previous $15,000 6.67%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
$56.25 - $59.87 $112 - $119
2 Added 0.73%
277 $16,000
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
127
Shares Held
5.39M
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
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