Kestra Private Wealth Services, LLC Jp Morgan Diversified Return I Transaction History

Kestra Private Wealth Services, LLC

$5.67 Billion
Q4 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in Jp Morgan Diversified Return I stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 5,815 shares of JPIN stock, worth $329,245. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,815

Previous 6,633 12.33%

Holding current value

$329,245

Previous $398,000 21.86%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$53.56 - $59.9 $43,812 - $48,998	-818 Reduced 12.33%	5,815 $311,000
Q3 2024 Nov 13, 2024	BUY	$54.1 - $60.82 $28,132 - $31,626	520 Added 8.51%	6,633 $398,000
Q2 2024 Aug 12, 2024	BUY	$53.9 - $57.66 $44,359 - $47,454	823 Added 15.56%	6,113 $337,000
Q1 2024 May 02, 2024	BUY	$52.64 - $56.44 $26,004 - $27,881	494 Added 10.3%	5,290 $297,000
Q4 2023 Feb 05, 2024	BUY	$48.36 - $54.84 $5,899 - $6,690	122 Added 2.61%	4,796 $260,000
Q3 2023 Nov 07, 2023	BUY	$50.43 - $54.11 $2,319 - $2,489	46 Added 0.99%	4,674 $236,000
Q2 2023 Aug 08, 2023	SELL	$51.16 - $54.21 $972 - $1,029	-19 Reduced 0.41%	4,628 $240,000
Q1 2023 May 12, 2023	BUY	$49.3 - $53.28 $229,097 - $247,592	4,647 New	4,647 $243,000

Others Institutions Holding JPIN

# of Institutions

105

Shares Held

4.18M

Call Options Held

Put Options Held

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Kestra Private Wealth Services, LLC Jp Morgan Diversified Return I Transaction History