Kcs Wealth Advisory Jp Morgan Diversified Return Transaction History

Kcs Wealth Advisory

  • $224 Million
  • Q3 2023

A detailed history of Kcs Wealth Advisory transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Kcs Wealth Advisory holds 12,340 shares of JPEM stock, worth $659,202. This represents 0.28% of its overall portfolio holdings.

Number of Shares
12,340
Previous 23,857 48.28%
Holding current value
$659,202
Previous $1.2 Million 48.42%
% of portfolio
0.28%
Previous 0.44%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 02, 2023
SELL
$50.11 - $53.14 $577,116 - $612,013
-11,517 Reduced 48.28%
12,340 $621,000
Q2 2023

Jul 17, 2023
SELL
$49.67 - $52.49 $31,987 - $33,803
-644 Reduced 2.63%
23,857 $1.2 Million
Q1 2023

Apr 17, 2023
BUY
$49.13 - $52.77 $7,418 - $7,968
151 Added 0.62%
24,501 $1.24 Million
Q4 2022

Feb 07, 2023
BUY
$44.98 - $50.79 $31,935 - $36,060
710 Added 3.0%
24,350 $1.2 Million
Q3 2022

Oct 21, 2022
BUY
$44.6 - $51.11 $205,962 - $236,025
4,618 Added 24.28%
23,640 $1.05 Million
Q2 2022

Jul 22, 2022
BUY
$49.0 - $57.04 $47,530 - $55,328
970 Added 5.37%
19,022 $940,000
Q1 2022

Apr 13, 2022
BUY
$52.06 - $59.22 $66,220 - $75,327
1,272 Added 7.58%
18,052 $1.01 Million
Q4 2021

Jan 26, 2022
BUY
$55.08 - $58.89 $161,109 - $172,253
2,925 Added 21.11%
16,780 $953,000
Q3 2021

Oct 20, 2021
BUY
$57.08 - $60.7 $23,345 - $24,826
409 Added 3.04%
13,855 $798,000
Q2 2021

Jul 27, 2021
BUY
$56.46 - $61.33 $100,894 - $109,596
1,787 Added 15.33%
13,446 $797,000
Q1 2021

Apr 19, 2021
BUY
$54.39 - $58.37 $51,942 - $55,743
955 Added 8.92%
11,659 $660,000
Q4 2020

Jan 28, 2021
BUY
$46.21 - $55.01 $86,597 - $103,088
1,874 Added 21.22%
10,704 $587,000
Q3 2020

Oct 27, 2020
BUY
$46.22 - $49.56 $62,674 - $67,203
1,356 Added 18.14%
8,830 $413,000
Q2 2020

Jul 16, 2020
BUY
$38.36 - $48.81 $286,702 - $364,805
7,474 New
7,474 $344,000

Others Institutions Holding JPEM

# of Institutions
125
Shares Held
7.43M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN DIVERSIFIED RETURN

JPEM Quotes by TradingView
  • Ticker JPEM
  • Sector ETFs
  • Industry ETFs
More about JPEM
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