Kwb Wealth Jp Morgan Diversified Return Transaction History

Kwb Wealth

$785 Million
Q1 2025

A detailed history of Kwb Wealth transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Kwb Wealth holds 150,560 shares of JPEM stock, worth $7.82 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares

150,560

Previous 145,704 3.33%

Holding current value

$7.82 Million

Previous $7.56 Million 5.2%

% of portfolio

1.01%

Previous 0.96%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$50.81 - $54.04 $246,733 - $262,418	4,856 Added 3.33%	150,560 $7.95 Million
Q4 2024 Jan 13, 2025	BUY	$51.88 - $57.84 $282,797 - $315,285	5,451 Added 3.89%	145,704 $7.56 Million
Q3 2024 Oct 07, 2024	BUY	$52.23 - $56.96 $327,220 - $356,854	6,265 Added 4.68%	140,253 $7.94 Million
Q2 2024 Jul 23, 2024	SELL	$53.03 - $56.92 $257,195 - $276,062	-4,850 Reduced 3.49%	133,988 $7.25 Million
Q1 2024 Apr 19, 2024	BUY	$51.04 - $54.18 $121,015 - $128,460	2,371 Added 1.74%	138,838 $7.42 Million
Q4 2023 Jan 10, 2024	BUY	$47.68 - $52.39 $2.39 Million - $2.63 Million	50,171 Added 58.14%	136,467 $7.14 Million
Q3 2023 Oct 10, 2023	SELL	$50.11 - $53.14 $117,658 - $124,772	-2,348 Reduced 2.65%	86,296 $4.35 Million
Q2 2023 Jul 24, 2023	SELL	$49.67 - $52.49 $111,608 - $117,945	-2,247 Reduced 2.47%	88,644 $4.48 Million
Q1 2023 Apr 07, 2023	BUY	$49.13 - $52.77 $18,227 - $19,577	371 Added 0.41%	90,891 $4.59 Million
Q4 2022 Feb 09, 2023	BUY	$44.98 - $50.79 $3.83 Million - $4.32 Million	85,060 Added 1557.88%	90,520 $4.46 Million
Q3 2022 Nov 10, 2022	BUY	$44.6 - $51.11 $243,516 - $279,060	5,460 New	5,460 $244,000

Others Institutions Holding JPEM

# of Institutions

137

Shares Held

5.49M

Call Options Held

Put Options Held

View Full List

About JP MORGAN DIVERSIFIED RETURN

Ticker JPEM
Sector ETFs
Industry ETFs

More about JPEM

Track This Portfolio

Portfolio Update

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

News

Stay updated on Kwb Wealth with notifications on news.

Account