Kestra Advisory Services, LLC Jpmorgan Tr. Diversified Retur Transaction History

Kestra Advisory Services, LLC

  • $17.2 Billion
  • Q4 2024

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 24,855 shares of JPME stock, worth $2.48 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
24,855
Previous 22,029 12.83%
Holding current value
$2.48 Million
Previous $2.31 Million 10.07%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$102.08 - $110.92 $288,478 - $313,459
2,826 Added 12.83%
24,855 $2.55 Million
Q3 2024

Nov 13, 2024
BUY
$94.32 - $105.04 $202,410 - $225,415
2,146 Added 10.79%
22,029 $2.31 Million
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

# of Institutions
96
Shares Held
3.03M
Call Options Held
0
Put Options Held
0
View Full List

About JPMORGAN TR. DIVERSIFIED RETUR

JPME Quotes by TradingView
  • Ticker JPME
  • Sector ETFs
  • Industry ETFs
More about JPME
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