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 6,113 shares of JPIN stock, worth $363,234. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,113
Previous 5,290 15.56%
Holding current value
$363,234
Previous $297,000 13.47%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About JP MORGAN DIVERSIFIED RETURN I


  • Ticker JPIN
  • Sector ETFs
  • Industry ETFs
More about JPIN
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