Kingsview Wealth Management, LLC Jp Morgan Diversified Return Transaction History

Kingsview Wealth Management, LLC

$5.76 Billion
Q3 2025

A detailed history of Kingsview Wealth Management, LLC transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 44,651 shares of JPEM stock, worth $2.72 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

44,651

Previous 35,790 24.76%

Holding current value

$2.72 Million

Previous $2.02 Million 30.53%

% of portfolio

0.05%

Previous 0.04%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$56.25 - $59.87 $498,431 - $530,508	8,861 Added 24.76%	44,651 $2.63 Million
Q2 2025 Aug 08, 2025	BUY	$48.41 - $56.7 $117,394 - $137,497	2,425 Added 7.27%	35,790 $2.02 Million
Q1 2025 May 02, 2025	BUY	$50.81 - $54.04 $130,378 - $138,666	2,566 Added 8.33%	33,365 $1.76 Million
Q4 2024 Jan 28, 2025	BUY	$51.88 - $57.84 $39,999 - $44,594	771 Added 2.57%	30,799 $1.6 Million
Q3 2024 Nov 12, 2024	BUY	$52.23 - $56.96 $131,515 - $143,425	2,518 Added 9.15%	30,028 $1.7 Million

Q2 2024 Aug 14, 2024	BUY	$53.03 - $56.92 $422,171 - $453,140	7,961 Added 40.72%	27,510 $1.49 Million
Q1 2024 May 09, 2024	BUY	$51.04 - $54.18 $240,602 - $255,404	4,714 Added 31.78%	19,549 $1.04 Million
Q4 2023 Feb 08, 2024	BUY	$47.68 - $52.39 $266,149 - $292,440	5,582 Added 60.33%	14,835 $775,000
Q3 2023 Nov 07, 2023	BUY	$50.11 - $53.14 $157,295 - $166,806	3,139 Added 51.34%	9,253 $466,000
Q2 2023 Aug 10, 2023	BUY	$49.67 - $52.49 $303,682 - $320,923	6,114 New	6,114 $308,000

Others Institutions Holding JPEM

# of Institutions

127

Shares Held

5.39M

Call Options Held

Put Options Held

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About JP MORGAN DIVERSIFIED RETURN

Ticker JPEM
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Kingsview Wealth Management, LLC Jp Morgan Diversified Return Transaction History