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

Kestra Advisory Services, LLC

$20.1 Billion
Q3 2025

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 15,192 shares of JPME stock, worth $1.62 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

15,192

Previous 20,060 24.27%

Holding current value

$1.62 Million

Previous $2.08 Million 20.82%

% of portfolio

0.01%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$103.48 - $109.86 $503,740 - $534,798	-4,868 Reduced 24.27%	15,192 $1.65 Million
Q2 2025 Aug 14, 2025	SELL	$89.28 - $103.8 $494,343 - $574,740	-5,537 Reduced 21.63%	20,060 $2.08 Million
Q1 2025 May 14, 2025	BUY	$97.76 - $107.35 $72,537 - $79,653	742 Added 2.99%	25,597 $2.57 Million
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

105

Shares Held

2.36M

Call Options Held

Put Options Held

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About JPMORGAN TR. DIVERSIFIED RETUR

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