Kwb Wealth J P Morgan Diversified Return Transaction History

Kwb Wealth

  • $789 Million
  • Q4 2024

A detailed history of Kwb Wealth transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Kwb Wealth holds 26,489 shares of JPSE stock, worth $1.26 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
26,489
Previous 26,460 0.11%
Holding current value
$1.26 Million
Previous $1.27 Million 2.13%
% of portfolio
0.16%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$46.77 - $51.7 $1,356 - $1,499
29 Added 0.11%
26,489 $1.24 Million
Q3 2024

Oct 07, 2024
BUY
$43.03 - $48.28 $126,981 - $142,474
2,951 Added 12.55%
26,460 $1.27 Million
Q1 2024

Apr 19, 2024
BUY
$41.74 - $45.2 $5,050 - $5,469
121 Added 0.52%
23,509 $1.06 Million
Q4 2023

Jan 10, 2024
BUY
$36.92 - $44.74 $863,484 - $1.05 Million
23,388 New
23,388 $1.03 Million

Others Institutions Holding JPSE

# of Institutions
100
Shares Held
7.94M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN DIVERSIFIED RETURN

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