Kestra Advisory Services, LLC J P Morgan Diversified Return Transaction History

Kestra Advisory Services, LLC

  • $17.2 Billion
  • Q4 2024

A detailed history of Kestra Advisory Services, LLC transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 16,938 shares of JPSE stock, worth $738,835. This represents 0.0% of its overall portfolio holdings.

Number of Shares
16,938
Previous 13,560 24.91%
Holding current value
$738,835
Previous $651,000 21.97%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 10, 2025
BUY
$46.77 - $51.7 $157,989 - $174,642
3,378 Added 24.91%
16,938 $794,000
Q3 2024

Nov 13, 2024
SELL
$43.03 - $48.28 $473 - $531
-11 Reduced 0.08%
13,560 $651,000
Q2 2024

Aug 14, 2024
BUY
$42.08 - $45.34 $40,396 - $43,526
960 Added 7.61%
13,571 $591,000
Q1 2024

May 15, 2024
BUY
$41.74 - $45.2 $92,913 - $100,615
2,226 Added 21.43%
12,611 $570,000
Q4 2023

Feb 14, 2024
BUY
$36.92 - $44.74 $34,889 - $42,279
945 Added 10.01%
10,385 $457,000
Q3 2023

Nov 09, 2023
BUY
$38.77 - $43.1 $60,636 - $67,408
1,564 Added 19.86%
9,440 $370,000
Q2 2023

Aug 11, 2023
BUY
$37.79 - $40.96 $31,290 - $33,914
828 Added 11.75%
7,876 $322,000
Q1 2023

May 12, 2023
BUY
$37.92 - $43.54 $29,615 - $34,004
781 Added 12.46%
7,048 $280,000
Q4 2022

Jan 31, 2023
BUY
$36.1 - $41.8 $226,238 - $261,960
6,267 New
6,267 $242,000
Q4 2021

Jan 20, 2022
SELL
$43.52 - $47.96 $233,223 - $257,017
-5,359 Closed
0 $0
Q3 2021

Oct 19, 2021
SELL
$41.37 - $44.89 $1,282 - $1,391
-31 Reduced 0.58%
5,359 $231,000
Q2 2021

Jul 28, 2021
SELL
$41.67 - $45.21 $27,835 - $30,200
-668 Reduced 11.03%
5,390 $239,000
Q1 2021

May 10, 2021
BUY
$35.88 - $44.5 $217,361 - $269,581
6,058 New
6,058 $256,000

Others Institutions Holding JPSE

# of Institutions
109
Shares Held
9.72M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN DIVERSIFIED RETURN

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