Kwb Wealth Jpmorgan Tr. Diversified Retur Transaction History

Kwb Wealth

$891 Million
Q4 2025

A detailed history of Kwb Wealth transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Kwb Wealth holds 19,504 shares of JPME stock, worth $2.08 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

19,504

Previous 18,005 8.33%

Holding current value

$2.08 Million

Previous $1.95 Million 6.71%

% of portfolio

0.23%

Previous 0.22%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$104.95 - $108.98 $157,320 - $163,361	1,499 Added 8.33%	19,504 $2.08 Million
Q3 2025 Oct 07, 2025	BUY	$103.48 - $109.86 $724 - $769	7 Added 0.04%	18,005 $1.95 Million
Q2 2025 Jul 16, 2025	BUY	$89.28 - $103.8 $53,300 - $61,968	597 Added 3.43%	17,998 $1.87 Million
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

105

Shares Held

2.36M

Call Options Held

Put Options Held

View Full List

About JPMORGAN TR. DIVERSIFIED RETUR

Ticker JPME
Sector ETFs
Industry ETFs

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