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

Kestra Private Wealth Services, LLC

$5.67 Billion
Q4 2024

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 5,815 shares of JPIN stock, worth $323,546. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,815

Previous 6,633 12.33%

Holding current value

$323,546

Previous $398,000 21.86%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Shares Held

4.31M

Call Options Held

Put Options Held

View Full List

About JP MORGAN DIVERSIFIED RETURN I

Ticker JPIN
Sector ETFs
Industry ETFs

More about JPIN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kestra Private Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Private Wealth Services, LLC with notifications on news.

Account

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