Kestra Private Wealth Services, LLC Jpmorgan Tr. Diversified Retur Transaction History

Kestra Private Wealth Services, LLC

  • $6.57 Billion
  • Q2 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 3,633 shares of JPME stock, worth $386,950. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,633
Previous 3,831 5.17%
Holding current value
$386,950
Previous $385,000 2.34%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
SELL
$89.28 - $103.8 $17,677 - $20,552
-198 Reduced 5.17%
3,633 $376,000
Q1 2025

May 05, 2025
SELL
$97.76 - $107.35 $8,896 - $9,768
-91 Reduced 2.32%
3,831 $385,000
Q4 2024

Jan 28, 2025
SELL
$102.08 - $110.92 $53,285 - $57,900
-522 Reduced 11.75%
3,922 $401,000
Q3 2024

Nov 13, 2024
BUY
$94.32 - $105.04 $45,556 - $50,734
483 Added 12.19%
4,444 $466,000
Q2 2024

Aug 12, 2024
BUY
$92.68 - $98.71 $96,016 - $102,263
1,036 Added 35.42%
3,961 $377,000
Q1 2024

May 02, 2024
BUY
$89.62 - $99.14 $262,138 - $289,984
2,925 New
2,925 $289,000

Others Institutions Holding JPME

# of Institutions
97
Shares Held
2.3M
Call Options Held
0
Put Options Held
0
View Full List

About JPMORGAN TR. DIVERSIFIED RETUR

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