Kestra Private Wealth Services, LLC Jp Morgan Diversified Return I Transaction History

Kestra Private Wealth Services, LLC

  • $7.16 Billion
  • Q3 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in Jp Morgan Diversified Return I stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 5,805 shares of JPIN stock, worth $396,133. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,805
Previous 5,768 0.64%
Holding current value
$396,133
Previous $369,000 4.61%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2025
BUY
$63.14 - $67.96 $2,336 - $2,514
37 Added 0.64%
5,805 $386,000
Q2 2025

Aug 07, 2025
BUY
$52.18 - $64.25 $3,496 - $4,304
67 Added 1.18%
5,768 $369,000
Q1 2025

May 05, 2025
SELL
$52.75 - $58.91 $6,013 - $6,715
-114 Reduced 1.96%
5,701 $325,000
Q4 2024

Jan 28, 2025
SELL
$53.56 - $59.9 $43,812 - $48,998
-818 Reduced 12.33%
5,815 $311,000
Q3 2024

Nov 13, 2024
BUY
$54.1 - $60.82 $28,132 - $31,626
520 Added 8.51%
6,633 $398,000
Q2 2024

Aug 12, 2024
BUY
$53.9 - $57.66 $44,359 - $47,454
823 Added 15.56%
6,113 $337,000
Q1 2024

May 02, 2024
BUY
$52.64 - $56.44 $26,004 - $27,881
494 Added 10.3%
5,290 $297,000
Q4 2023

Feb 05, 2024
BUY
$48.36 - $54.84 $5,899 - $6,690
122 Added 2.61%
4,796 $260,000
Q3 2023

Nov 07, 2023
BUY
$50.43 - $54.11 $2,319 - $2,489
46 Added 0.99%
4,674 $236,000
Q2 2023

Aug 08, 2023
SELL
$51.16 - $54.21 $972 - $1,029
-19 Reduced 0.41%
4,628 $240,000
Q1 2023

May 12, 2023
BUY
$49.3 - $53.28 $229,097 - $247,592
4,647 New
4,647 $243,000

Others Institutions Holding JPIN

# of Institutions
116
Shares Held
4.21M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN DIVERSIFIED RETURN I

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