Kestra Private Wealth Services, LLC J P Morgan Diversified Return Transaction History

Kestra Private Wealth Services, LLC

$7.16 Billion
Q3 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 6,699 shares of JPSE stock, worth $328,251. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,699

Previous 6,781 1.21%

Holding current value

$328,251

Previous $308,000 8.12%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$45.04 - $50.93 $3,693 - $4,176	-82 Reduced 1.21%	6,699 $333,000
Q2 2025 Aug 07, 2025	SELL	$38.2 - $45.49 $12,147 - $14,465	-318 Reduced 4.48%	6,781 $308,000
Q1 2025 May 05, 2025	SELL	$42.78 - $48.51 $6,844 - $7,761	-160 Reduced 2.2%	7,099 $309,000
Q4 2024 Jan 28, 2025	SELL	$46.77 - $51.7 $52,943 - $58,524	-1,132 Reduced 13.49%	7,259 $340,000
Q3 2024 Nov 13, 2024	BUY	$43.03 - $48.28 $38,382 - $43,065	892 Added 11.89%	8,391 $403,000

Q2 2024 Aug 12, 2024	BUY	$42.08 - $45.34 $80,414 - $86,644	1,911 Added 34.2%	7,499 $326,000
Q1 2024 May 02, 2024	BUY	$41.74 - $45.2 $233,243 - $252,577	5,588 New	5,588 $252,000

Others Institutions Holding JPSE

# of Institutions

108

Shares Held

9.05M

Call Options Held

Put Options Held

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About J P MORGAN DIVERSIFIED RETURN

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Kestra Private Wealth Services, LLC J P Morgan Diversified Return Transaction History