Kwb Wealth J P Morgan Diversified Return Transaction History

Kwb Wealth

$785 Million
Q1 2025

A detailed history of Kwb Wealth transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Kwb Wealth holds 25,659 shares of JPSE stock, worth $1.04 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

25,659

Previous 26,489 3.13%

Holding current value

$1.04 Million

Previous $1.24 Million 10.38%

% of portfolio

0.14%

Previous 0.16%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$42.78 - $48.51 $35,507 - $40,263	-830 Reduced 3.13%	25,659 $1.11 Million
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

109

Shares Held

9.72M

Call Options Held

Put Options Held

View Full List

About J P MORGAN DIVERSIFIED RETURN

Ticker JPSE
Sector ETFs
Industry ETFs

More about JPSE

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