A detailed history of Kestra Advisory Services, LLC transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 19,883 shares of JPME stock, worth $2.08 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
19,883
Previous 24,812 19.87%
Holding current value
$2.08 Million
Previous $2.46 Million 23.06%
% of portfolio
0.01%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$92.68 - $98.71 $456,819 - $486,541
-4,929 Reduced 19.87%
19,883 $1.89 Million
Q1 2024

May 15, 2024

BUY
$89.62 - $99.14 $105,482 - $116,687
1,177 Added 4.98%
24,812 $2.46 Million
Q4 2023

Feb 14, 2024

BUY
$79.3 - $92.33 $129,338 - $150,590
1,631 Added 7.41%
23,635 $2.17 Million
Q3 2023

Nov 09, 2023

BUY
$83.14 - $91.18 $744,269 - $816,243
8,952 Added 68.59%
22,004 $1.84 Million
Q2 2023

Aug 11, 2023

SELL
$82.21 - $88.3 $1.07 Million - $1.15 Million
-13,039 Reduced 49.98%
13,052 $1.15 Million
Q1 2023

May 12, 2023

BUY
$81.5 - $91.5 $1.3 Million - $1.46 Million
16,009 Added 158.79%
26,091 $2.24 Million
Q4 2022

Jan 31, 2023

BUY
$77.11 - $88.88 $211,744 - $244,064
2,746 Added 37.43%
10,082 $848,000
Q3 2022

Nov 01, 2022

BUY
$76.41 - $91.43 $560,543 - $670,730
7,336 New
7,336 $560 Million

Others Institutions Holding JPME

About JPMORGAN TR. DIVERSIFIED RETUR


  • Ticker JPME
  • Sector ETFs
  • Industry ETFs
More about JPME
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