Kwb Wealth Jpmorgan Tr. Diversified Retur Transaction History

Kwb Wealth

$785 Million
Q1 2025

A detailed history of Kwb Wealth transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Kwb Wealth holds 17,401 shares of JPME stock, worth $1.66 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

17,401

Previous 16,494 5.5%

Holding current value

$1.66 Million

Previous $1.69 Million 2.78%

% of portfolio

0.22%

Previous 0.21%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$97.76 - $107.35 $88,668 - $97,366	907 Added 5.5%	17,401 $1.74 Million
Q4 2024 Jan 13, 2025	BUY	$102.08 - $110.92 $98,098 - $106,594	961 Added 6.19%	16,494 $1.69 Million
Q3 2024 Oct 07, 2024	BUY	$94.32 - $105.04 $119,126 - $132,665	1,263 Added 8.85%	15,533 $1.63 Million
Q1 2024 Apr 19, 2024	SELL	$89.62 - $99.14 $41,225 - $45,604	-460 Reduced 3.12%	14,270 $1.41 Million
Q4 2023 Jan 10, 2024	BUY	$79.3 - $92.33 $1.17 Million - $1.36 Million	14,730 New	14,730 $1.35 Million

Others Institutions Holding JPME

# of Institutions

Shares Held

2.97M

Call Options Held

Put Options Held

View Full List

About JPMORGAN TR. DIVERSIFIED RETUR

Ticker JPME
Sector ETFs
Industry ETFs

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