Kingsview Wealth Management, LLC J P Morgan Diversified Return Transaction History

Kingsview Wealth Management, LLC

  • $5.76 Billion
  • Q3 2025

A detailed history of Kingsview Wealth Management, LLC transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 83,355 shares of JPSE stock, worth $4.08 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
83,355
Previous 104,901 20.54%
Holding current value
$4.08 Million
Previous $4.77 Million 13.0%
% of portfolio
0.07%
Previous 0.09%

Shares

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

Nov 12, 2025
SELL
$45.04 - $50.93 $970,431 - $1.1 Million
-21,546 Reduced 20.54%
83,355 $4.15 Million
Q2 2025

Aug 08, 2025
BUY
$38.2 - $45.49 $725,876 - $864,400
19,002 Added 22.12%
104,901 $4.77 Million
Q1 2025

May 02, 2025
BUY
$42.78 - $48.51 $1.39 Million - $1.57 Million
32,383 Added 60.51%
85,899 $3.74 Million
Q4 2024

Jan 28, 2025
BUY
$46.77 - $51.7 $25,396 - $28,073
543 Added 1.03%
53,516 $2.51 Million
Q3 2024

Nov 12, 2024
BUY
$43.03 - $48.28 $126,422 - $141,846
2,938 Added 5.87%
52,973 $2.54 Million
Q2 2024

Aug 14, 2024
BUY
$42.08 - $45.34 $608,434 - $655,571
14,459 Added 40.64%
50,035 $2.18 Million
Q1 2024

May 09, 2024
BUY
$41.74 - $45.2 $82,186 - $88,998
1,969 Added 5.86%
35,576 $1.61 Million
Q4 2023

Feb 08, 2024
BUY
$36.92 - $44.74 $518,836 - $628,731
14,053 Added 71.87%
33,607 $1.48 Million
Q3 2023

Nov 07, 2023
BUY
$38.77 - $43.1 $351,682 - $390,960
9,071 Added 86.53%
19,554 $768,000
Q2 2023

Aug 10, 2023
BUY
$37.79 - $40.96 $177,461 - $192,348
4,696 Added 81.15%
10,483 $429,000
Q1 2023

May 15, 2023
BUY
$37.92 - $43.54 $219,443 - $251,965
5,787 New
5,787 $230,000

Others Institutions Holding JPSE

# of Institutions
108
Shares Held
9.05M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN DIVERSIFIED RETURN

JPSE Quotes by TradingView
  • Ticker JPSE
  • Sector ETFs
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