Kestra Advisory Services, LLC J P Morgan Diversified Return Transaction History

Kestra Advisory Services, LLC

  • $17.3 Billion
  • Q3 2024

A detailed history of Kestra Advisory Services, LLC transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 13,560 shares of JPSE stock, worth $694,136. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,560
Previous 13,571 0.08%
Holding current value
$694,136
Previous $591,000 10.15%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$43.03 - $48.28 $473 - $531
-11 Reduced 0.08%
13,560 $651,000
Q2 2024

Aug 14, 2024
BUY
$42.08 - $45.34 $40,396 - $43,526
960 Added 7.61%
13,571 $591,000
Q1 2024

May 15, 2024
BUY
$41.74 - $45.2 $92,913 - $100,615
2,226 Added 21.43%
12,611 $570,000
Q4 2023

Feb 14, 2024
BUY
$36.92 - $44.74 $34,889 - $42,279
945 Added 10.01%
10,385 $457,000
Q3 2023

Nov 09, 2023
BUY
$38.77 - $43.1 $60,636 - $67,408
1,564 Added 19.86%
9,440 $370,000
Q2 2023

Aug 11, 2023
BUY
$37.79 - $40.96 $31,290 - $33,914
828 Added 11.75%
7,876 $322,000
Q1 2023

May 12, 2023
BUY
$37.92 - $43.54 $29,615 - $34,004
781 Added 12.46%
7,048 $280,000
Q4 2022

Jan 31, 2023
BUY
$36.1 - $41.8 $226,238 - $261,960
6,267 New
6,267 $242,000
Q4 2021

Jan 20, 2022
SELL
$43.52 - $47.96 $233,223 - $257,017
-5,359 Closed
0 $0
Q3 2021

Oct 19, 2021
SELL
$41.37 - $44.89 $1,282 - $1,391
-31 Reduced 0.58%
5,359 $231,000
Q2 2021

Jul 28, 2021
SELL
$41.67 - $45.21 $27,835 - $30,200
-668 Reduced 11.03%
5,390 $239,000
Q1 2021

May 10, 2021
BUY
$35.88 - $44.5 $217,361 - $269,581
6,058 New
6,058 $256,000

Others Institutions Holding JPSE

# of Institutions
98
Shares Held
8.06M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN DIVERSIFIED RETURN

JPSE Quotes by TradingView
  • Ticker JPSE
  • Sector ETFs
  • Industry ETFs
More about JPSE
Track This Portfolio

Track Kestra Advisory Services, LLC Portfolio

Follow Kestra Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kestra Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email