Kestra Private Wealth Services, LLC Jpmorgan Tr. Diversified Retur Transaction History

Kestra Private Wealth Services, LLC

$7.16 Billion
Q3 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 3,589 shares of JPME stock, worth $383,305. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,589

Previous 3,633 1.21%

Holding current value

$383,305

Previous $376,000 3.46%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$103.48 - $109.86 $4,553 - $4,833	-44 Reduced 1.21%	3,589 $389,000
Q2 2025 Aug 07, 2025	SELL	$89.28 - $103.8 $17,677 - $20,552	-198 Reduced 5.17%	3,633 $376,000
Q1 2025 May 05, 2025	SELL	$97.76 - $107.35 $8,896 - $9,768	-91 Reduced 2.32%	3,831 $385,000
Q4 2024 Jan 28, 2025	SELL	$102.08 - $110.92 $53,285 - $57,900	-522 Reduced 11.75%	3,922 $401,000
Q3 2024 Nov 13, 2024	BUY	$94.32 - $105.04 $45,556 - $50,734	483 Added 12.19%	4,444 $466,000

Q2 2024 Aug 12, 2024	BUY	$92.68 - $98.71 $96,016 - $102,263	1,036 Added 35.42%	3,961 $377,000
Q1 2024 May 02, 2024	BUY	$89.62 - $99.14 $262,138 - $289,984	2,925 New	2,925 $289,000

Others Institutions Holding JPME

# of Institutions

105

Shares Held

2.36M

Call Options Held

Put Options Held

View Full List

About JPMORGAN TR. DIVERSIFIED RETUR

Ticker JPME
Sector ETFs
Industry ETFs

More about JPME

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 Jpmorgan Tr. Diversified Retur Transaction History